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