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News & Events

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

Archive: News & Press Releases

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