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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 Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth
  2. The Money Management Institute Announces Acceleration of Industry Trading Standards
  3. Over 500,000 Accounts Now Managed on Vestmark
  4. The Money Management Institute's Operations and Communications Standards Committee Selects Heeren Pathak, CTO of Vestmark, as New Co-Chair
  5. Vestmark Provides Federated Investors, Inc. with Solution for Distribution of Fixed Income Managed Accounts through Banks and Trust Companies
  6. Adhesion Enhances its WealthADV UMA Program Through Vestmark Partnership
  7. Vestmark Continues Growth in the Managed Account Solutions Market with Over $80 Billion in Assets Managed on its Platform
  8. Freestone Capital Management Launches Unified Managed Account Program on the Vestmark Platform
  9. Vestmark's Portfolio Modeling and Order Management Modules Expand within Citi's OpenSMAsm Operations Servicing Platform
  10. Bellatore Partners with Three Technology Industry Leaders to Enhance Service
  11. UBS Global Asset Management Completes Conversion of Separately Managed Accounts Program to the Vestmark Platform
  12. Vestmark Expands Operations With the Opening of Its Fourth Office
  13. Vestmark Ranked Number 2 in Deloitte's Technology Fast 50 Program for New England
  14. Vestmark Brings Vision of Unified Managed Households to Reality
  15. Vestmark's Chief Technologist, Dennis L. Sheckler, Among First Worldwide to Earn CIPM Designation
  16. Vestmark Expands Operations With the Opening of Its West Coast Office in California
  17. Vestmark Continues to Gain Market Share in Managed Account Solutions Market with Over $20 Billion in Assets Under Management
  18. Vestmark Announces Commitment to Provide Seamless Connectivity with the DTCC Central Communication Gateway for Managed Accounts
  19. Vestmark Recognized as "Best Places To Work" by the Boston Business Journal
  20. Vestmark to Provide Unified Managed Household Capabilities for Baird