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