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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 Nominated For Three Categories in FTF News Technology Innovation Awards 2016
  2. Oppenheimer Announces 'Power at the Desktop' Vision for New Unified Advisory Platform
  3. Vestmark Shortlisted for Three Categories of the 2016 Family Wealth Report Awards
  4. Vestmark Acquires Advanced Objects' Proposal Generation Technology
  5. Oppenheimer & Co.'s Advisory Programs Convert to VestmarkONE Platform
  6. Vestmark Named Finalist in 2015 MMI Industry Leadership Awards
  7. Vestmark Recognized as a Finalist in Three FTF News Technology Innovation Awards Categories
  8. Vestmark Completes Rigorous SSAE 16 Type II Examination
  9. Vestmark BPO Nominated As Top Outsourcing Solution For The 2015 Family Wealth Report Awards
  10. Vestmark Named Best-In-Class For Portfolio Management, Accounting Operations And Enterprise Support In Managed Account Platform Report
  11. Vestmark Named as Finalist in Two 2014 American Business Awards℠ Categories
  12. Vestmark Expands BPO Team with Addition of Former Goldman Sachs’ VP Mark Saunders
  13. Cambiar Investors Selects Vestmark BPO Service to Support its Managed Accounts Initiatives
  14. Vestmark Named ‘Best Risk Management Solution’ by Family Wealth Report
  15. Vestmark Recognized for 2014 BISA Technology Innovation Award
  16. Vestmark Takes Gold at the 2014 Stevie® Awards for Sales & Customer Service
  17. Vestmark Recognized for Risk Management Solutions in Wealth Management
  18. Center Coast Capital Advisors, LP Selects Vestmark BPO Service to Support its MLP SMA Program
  19. Vestmark Hosts Seventh Annual Client Summit at Boston Harbor Hotel
  20. Vestmark Launches Business Process Outsourcing Service