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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. Boston Business Journal Honors Vestmark as “Best Places to Work” Two Years in a Row
  2. EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 New England Award Semifinalist
  3. Vestmark Expands Vestmark Manager Marketplace Service, Unveiling Research Portal with Focus on Transparency, User-Friendly Interface
  4. Built In Boston Recognizes Vestmark as a Top 100 Boston Tech Company
  5. Thomson Reuters Surpasses 150 Wealth Management Service Providers with Addition of FolioDynamix, Helix Financial, and Vestmark
  6. Vestmark Poll Finds Majority of Financial Firms Plan to Include Robo-Advisor Strategies
  7. Vestmark Named A “Best Place to Work” by the Boston Business Journal
  8. VestmarkONE® Robo Solution Wins 2017 BISA Technology Innovation Award
  9. Poll Reveals Most Financial Firms Seek to Use Robo Technology to Complement Existing Service Models
  10. DoL Conflict of Interest Rule Sparks Urgency to Incorporate Robo Advice Solutions Under Fully-Integrated Platforms
  11. Brinker Capital Completes Implementation of VestmarkONE® to Improve Advisor Experience and Accelerate Business Growth
  12. Vestmark Manager Marketplace Named Innovative New Application in 2016 WealthManagement.com Industry Awards
  13. Financial Institutions turn to Vestmark’s BPO service to accelerate path to growth
  14. Vestmark DoL Poll Reveals Financial Institutions and Advisors Feel Most Behind on Technology, Advisor Compensation
  15. Vestmark Named Advisory Solutions Provider of the Year – Technology and Operations Platform in 2016 MMI Industry Leadership Awards
  16. Vestmark Marks 15-Year Anniversary by Crossing $500 Billion in Assets on its Platform
  17. Wilshire Launches Wealth Management Platform
  18. Vestmark Secures $30 Million in Growth Financing from Summit Partners to Accelerate Leadership Position in Wealth Management Technology
  19. Vestmark Recognized for 2016 BISA Technology Innovation Award
  20. Vestmark Introduces the Vestmark Manager Marketplace