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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 Names Rob Battista, CFA SVP, Vestmark Advisory Solutions
  2. Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.
  3. Bringing Personalization and Scale to Advisors Through Managed Accounts and Technology
  4. Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution
  5. AllianceBernstein and Vestmark Unveil Tech-Powered Custom Municipal Solutions Platform
  6. Vestmark Honored as One of the 100 ‘Best Places to Work in Boston’ by Built In Boston
  7. Vestmark Partners with Northfield to Deepen and Expand Integration of Tax and Risk-Based Optimization Tools for VestmarkONE Platform
  8. Vestmark Wins WealthManagement.com Award for its Unified, All-in-One System
  9. Vestmark and Adhesion Wealth Honored Among ThinkAdvisor’s Inaugural LUMINARIES Class of 2021
  10. Vestmark and FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers and Wealth Managers
  11. Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts
  12. Vestmark Celebrates 20th Anniversary Milestone
  13. Vestmark Named 2020’s ‘Best Third-Party Technology Vendor IT Team’ by WatersTechnology
  14. Russell Investments selects Vestmark to power Personalized Managed Accounts with innovative tax-managed overlays
  15. Vestmark Remembers Ed Friedlander
  16. Vestmark Wins Silver Stevie® Award in 2020 American Business Awards®
  17. Vestmark Named to Second Annual WealthTech100 Listing
  18. Vestmark Mourns Sudden Passing of CMO Lonnie Macdonald
  19. Vestmark Partners with Axos Clearing, Empowering Firm’s Broker-Dealer & RIA Customers with Access to VestmarkONE® Platform
  20. Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security