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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 Named as Finalist in 2013 Stevie® Awards For Sales & Customer Service
  2. Vestmark Joins the American Banking Association
  3. US Patent for Reconciliation Solution Affirms Vestmark's Innovative Technology
  4. Janney Enhances its Managed Accounts Capabilities with the Selection of VestmarkONE
  5. Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute
  6. Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts
  7. Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute
  8. Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie® Awards for Sales & Customer Service
  9. Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie® Awards for Sales & Customer Service
  10. Vestmark Submits Model Messaging Schema to the Money Management Institute for Developing an Industry Standard
  11. Vestmark Enhances Broker-Dealer Platform with Expanded Functionality for Hybrid Advisors
  12. Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform
  13. Edward Jones adds UMA Models to Edward Jones Advisory Solutions®
  14. Vestmark Introduces the Wealth Management Industry's First Unified Wealth Management Platform with VestmarkONE
  15. Over $200 Billion in Assets Managed on Vestmark Technology Platform
  16. Vestmark to Enhance SteelPath's Innovative MLP Managed Account Platform
  17. Thornburg Investment Management Partners with Vestmark to Improve Operational Efficiency
  18. Scout Investment Advisors Selects Vestmark's Platform to Support SMA Business
  19. Vestmark's Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth
  20. The Money Management Institute Announces Acceleration of Industry Trading Standards