Skip to content
Get a Demo

News & Events

Explore news, events, insights, and press highlights as Vestmark drives the future of wealthtech.

Media Contact

Archive: News & Press Releases

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