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Explore news, events, insights, and press highlights as Vestmark drives the future of wealthtech.

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Archive: News & Press Releases

  1. Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts
  2. Vestmark Celebrates 20th Anniversary Milestone
  3. Vestmark Named 2020’s ‘Best Third-Party Technology Vendor IT Team’ by WatersTechnology
  4. Russell Investments selects Vestmark to power Personalized Managed Accounts with innovative tax-managed overlays
  5. Vestmark Remembers Ed Friedlander
  6. Vestmark Wins Silver Stevie® Award in 2020 American Business Awards®
  7. Vestmark Named to Second Annual WealthTech100 Listing
  8. Vestmark Mourns Sudden Passing of CMO Lonnie Macdonald
  9. Vestmark Partners with Axos Clearing, Empowering Firm’s Broker-Dealer & RIA Customers with Access to VestmarkONE® Platform
  10. Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security
  11. Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston
  12. Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team
  13. Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing
  14. New Website Exemplifies Vestmark's Customer-Centric Rebranding Efforts
  15. Vestmark Honored with Silver Stevie® Award at 2019 American Business Awards® Gala
  16. John Lunny Named FinTech Person of the Year by FTF News Technology Innovation Awards
  17. HR Strategy and Services Expert Nick Thurlow Joins Vestmark as Chief People Officer
  18. Vestmark Names Rob Klapprodt Corporate Strategy Officer
  19. Vestmark Continues Relationship with Fidelity Investments’ Personal Investing Unit
  20. Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience