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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. Thomson Reuters Surpasses 150 Wealth Management Service Providers with Addition of FolioDynamix, Helix Financial, and Vestmark
  2. Vestmark Poll Finds Majority of Financial Firms Plan to Include Robo-Advisor Strategies
  3. Vestmark Named A “Best Place to Work” by the Boston Business Journal
  4. VestmarkONE® Robo Solution Wins 2017 BISA Technology Innovation Award
  5. Poll Reveals Most Financial Firms Seek to Use Robo Technology to Complement Existing Service Models
  6. DoL Conflict of Interest Rule Sparks Urgency to Incorporate Robo Advice Solutions Under Fully-Integrated Platforms
  7. Brinker Capital Completes Implementation of VestmarkONE® to Improve Advisor Experience and Accelerate Business Growth
  8. Vestmark Manager Marketplace Named Innovative New Application in 2016 WealthManagement.com Industry Awards
  9. Financial Institutions turn to Vestmark’s BPO service to accelerate path to growth
  10. Vestmark DoL Poll Reveals Financial Institutions and Advisors Feel Most Behind on Technology, Advisor Compensation
  11. Vestmark Named Advisory Solutions Provider of the Year – Technology and Operations Platform in 2016 MMI Industry Leadership Awards
  12. Vestmark Marks 15-Year Anniversary by Crossing $500 Billion in Assets on its Platform
  13. Wilshire Launches Wealth Management Platform
  14. Vestmark Secures $30 Million in Growth Financing from Summit Partners to Accelerate Leadership Position in Wealth Management Technology
  15. Vestmark Recognized for 2016 BISA Technology Innovation Award
  16. Vestmark Introduces the Vestmark Manager Marketplace
  17. Vestmark Wins Best Compliance Solution at the Family Wealth Report Awards 2016
  18. Vestmark Nominated For Three Categories in FTF News Technology Innovation Awards 2016
  19. Oppenheimer Announces 'Power at the Desktop' Vision for New Unified Advisory Platform
  20. Vestmark Shortlisted for Three Categories of the 2016 Family Wealth Report Awards