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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 Axos Clearing, Empowering Firm’s Broker-Dealer & RIA Customers with Access to VestmarkONE® Platform
  2. Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security
  3. Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston
  4. Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team
  5. Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing
  6. New Website Exemplifies Vestmark's Customer-Centric Rebranding Efforts
  7. Vestmark Honored with Silver Stevie® Award at 2019 American Business Awards® Gala
  8. John Lunny Named FinTech Person of the Year by FTF News Technology Innovation Awards
  9. HR Strategy and Services Expert Nick Thurlow Joins Vestmark as Chief People Officer
  10. Vestmark Names Rob Klapprodt Corporate Strategy Officer
  11. Vestmark Continues Relationship with Fidelity Investments’ Personal Investing Unit
  12. Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience
  13. VestmarkONE Investor Portal Honored in 2018 WealthManagement.com Industry Awards
  14. Vestmark Crosses $1 Trillion in Assets on VestmarkONE®
  15. Vestmark Announces Innovative Options Trading and Risk Management Capabilities
  16. Vestmark Takes First Place in “Best Places to Work” Award by Boston Business Journal
  17. EY Announces John Lunny of Vestmark Named Entrepreneur Of The Year® 2018 Award, Financial Services, Winner in the New England Region
  18. VestmarkONE Named Best Retail Investment Platform in 2018 FinTech Breakthrough Awards
  19. Janney Montgomery Scott Selects Vestmark’s Model Trading Service
  20. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 Award Finalist in New England Region