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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 Honored with Silver Stevie® Award at 2019 American Business Awards® Gala
  2. John Lunny Named FinTech Person of the Year by FTF News Technology Innovation Awards
  3. HR Strategy and Services Expert Nick Thurlow Joins Vestmark as Chief People Officer
  4. Vestmark Names Rob Klapprodt Corporate Strategy Officer
  5. Vestmark Continues Relationship with Fidelity Investments’ Personal Investing Unit
  6. Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience
  7. VestmarkONE Investor Portal Honored in 2018 WealthManagement.com Industry Awards
  8. Vestmark Crosses $1 Trillion in Assets on VestmarkONE®
  9. Vestmark Announces Innovative Options Trading and Risk Management Capabilities
  10. Vestmark Takes First Place in “Best Places to Work” Award by Boston Business Journal
  11. EY Announces John Lunny of Vestmark Named Entrepreneur Of The Year® 2018 Award, Financial Services, Winner in the New England Region
  12. VestmarkONE Named Best Retail Investment Platform in 2018 FinTech Breakthrough Awards
  13. Janney Montgomery Scott Selects Vestmark’s Model Trading Service
  14. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 Award Finalist in New England Region
  15. Vestmark Launches Model Trading Service
  16. Boston Business Journal Honors Vestmark as “Best Places to Work” Two Years in a Row
  17. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 New England Award Semifinalist
  18. Vestmark Expands Vestmark Manager Marketplace Service, Unveiling Research Portal with Focus on Transparency, User-Friendly Interface
  19. Built In Boston Recognizes Vestmark as a Top 100 Boston Tech Company
  20. Thomson Reuters Surpasses 150 Wealth Management Service Providers with Addition of FolioDynamix, Helix Financial, and Vestmark