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