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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. Janney Enhances its Managed Accounts Capabilities with the Selection of VestmarkONE
  2. Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute
  3. Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts
  4. Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute
  5. Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie® Awards for Sales & Customer Service
  6. Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie® Awards for Sales & Customer Service
  7. Vestmark Submits Model Messaging Schema to the Money Management Institute for Developing an Industry Standard
  8. Vestmark Enhances Broker-Dealer Platform with Expanded Functionality for Hybrid Advisors
  9. Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform
  10. Edward Jones adds UMA Models to Edward Jones Advisory Solutions®
  11. Vestmark Introduces the Wealth Management Industry's First Unified Wealth Management Platform with VestmarkONE
  12. Over $200 Billion in Assets Managed on Vestmark Technology Platform
  13. Vestmark to Enhance SteelPath's Innovative MLP Managed Account Platform
  14. Thornburg Investment Management Partners with Vestmark to Improve Operational Efficiency
  15. Scout Investment Advisors Selects Vestmark's Platform to Support SMA Business
  16. Vestmark's Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth
  17. The Money Management Institute Announces Acceleration of Industry Trading Standards
  18. Over 500,000 Accounts Now Managed on Vestmark
  19. The Money Management Institute's Operations and Communications Standards Committee Selects Heeren Pathak, CTO of Vestmark, as New Co-Chair
  20. Vestmark Provides Federated Investors, Inc. with Solution for Distribution of Fixed Income Managed Accounts through Banks and Trust Companies