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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 Continues Relationship with Fidelity Investments’ Personal Investing Unit
  2. Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience
  3. VestmarkONE Investor Portal Honored in 2018 WealthManagement.com Industry Awards
  4. Vestmark Crosses $1 Trillion in Assets on VestmarkONE®
  5. Vestmark Announces Innovative Options Trading and Risk Management Capabilities
  6. Vestmark Takes First Place in “Best Places to Work” Award by Boston Business Journal
  7. EY Announces John Lunny of Vestmark Named Entrepreneur Of The Year® 2018 Award, Financial Services, Winner in the New England Region
  8. VestmarkONE Named Best Retail Investment Platform in 2018 FinTech Breakthrough Awards
  9. Janney Montgomery Scott Selects Vestmark’s Model Trading Service
  10. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 Award Finalist in New England Region
  11. Vestmark Launches Model Trading Service
  12. Boston Business Journal Honors Vestmark as “Best Places to Work” Two Years in a Row
  13. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 New England Award Semifinalist
  14. Vestmark Expands Vestmark Manager Marketplace Service, Unveiling Research Portal with Focus on Transparency, User-Friendly Interface
  15. Built In Boston Recognizes Vestmark as a Top 100 Boston Tech Company
  16. Thomson Reuters Surpasses 150 Wealth Management Service Providers with Addition of FolioDynamix, Helix Financial, and Vestmark
  17. Vestmark Poll Finds Majority of Financial Firms Plan to Include Robo-Advisor Strategies
  18. Vestmark Named A “Best Place to Work” by the Boston Business Journal
  19. VestmarkONE® Robo Solution Wins 2017 BISA Technology Innovation Award
  20. Poll Reveals Most Financial Firms Seek to Use Robo Technology to Complement Existing Service Models