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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. Oppenheimer & Co.'s Advisory Programs Convert to VestmarkONE Platform
  2. Vestmark Named Finalist in 2015 MMI Industry Leadership Awards
  3. Vestmark Recognized as a Finalist in Three FTF News Technology Innovation Awards Categories
  4. Vestmark Completes Rigorous SSAE 16 Type II Examination
  5. Vestmark BPO Nominated As Top Outsourcing Solution For The 2015 Family Wealth Report Awards
  6. Vestmark Named Best-In-Class For Portfolio Management, Accounting Operations And Enterprise Support In Managed Account Platform Report
  7. Vestmark Named as Finalist in Two 2014 American Business Awards℠ Categories
  8. Vestmark Expands BPO Team with Addition of Former Goldman Sachs’ VP Mark Saunders
  9. Cambiar Investors Selects Vestmark BPO Service to Support its Managed Accounts Initiatives
  10. Vestmark Named ‘Best Risk Management Solution’ by Family Wealth Report
  11. Vestmark Recognized for 2014 BISA Technology Innovation Award
  12. Vestmark Takes Gold at the 2014 Stevie® Awards for Sales & Customer Service
  13. Vestmark Recognized for Risk Management Solutions in Wealth Management
  14. Center Coast Capital Advisors, LP Selects Vestmark BPO Service to Support its MLP SMA Program
  15. Vestmark Hosts Seventh Annual Client Summit at Boston Harbor Hotel
  16. Vestmark Launches Business Process Outsourcing Service
  17. Vestmark Receives Second US Patent for Innovative Trading and Reconciliation Solution
  18. Vestmark Launches VestmarkONE Advisor
  19. BondDesk and Vestmark Team Up To Revolutionize The Way Financial Advisors Manage Fixed Income Portfolios
  20. Vestmark Takes Home 2013 Money Management Institute Award