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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 Wins WealthManagement.com Award for its Unified, All-in-One System
  2. Vestmark and Adhesion Wealth Honored Among ThinkAdvisor’s Inaugural LUMINARIES Class of 2021
  3. Vestmark and FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers and Wealth Managers
  4. Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts
  5. Vestmark Celebrates 20th Anniversary Milestone
  6. Vestmark Named 2020’s ‘Best Third-Party Technology Vendor IT Team’ by WatersTechnology
  7. Russell Investments selects Vestmark to power Personalized Managed Accounts with innovative tax-managed overlays
  8. Vestmark Remembers Ed Friedlander
  9. Vestmark Wins Silver Stevie® Award in 2020 American Business Awards®
  10. Vestmark Named to Second Annual WealthTech100 Listing
  11. Vestmark Mourns Sudden Passing of CMO Lonnie Macdonald
  12. Vestmark Partners with Axos Clearing, Empowering Firm’s Broker-Dealer & RIA Customers with Access to VestmarkONE® Platform
  13. Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security
  14. Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston
  15. Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team
  16. Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing
  17. New Website Exemplifies Vestmark's Customer-Centric Rebranding Efforts
  18. Vestmark Honored with Silver Stevie® Award at 2019 American Business Awards® Gala
  19. John Lunny Named FinTech Person of the Year by FTF News Technology Innovation Awards
  20. HR Strategy and Services Expert Nick Thurlow Joins Vestmark as Chief People Officer