Skip to content
Get a Demo

News & Events

Explore news, events, insights, and press highlights as Vestmark drives the future of wealthtech.

Media Contact

Archive: News & Press Releases

  1. Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform
  2. Edward Jones adds UMA Models to Edward Jones Advisory Solutions®
  3. Vestmark Introduces the Wealth Management Industry's First Unified Wealth Management Platform with VestmarkONE
  4. Over $200 Billion in Assets Managed on Vestmark Technology Platform
  5. Vestmark to Enhance SteelPath's Innovative MLP Managed Account Platform
  6. Thornburg Investment Management Partners with Vestmark to Improve Operational Efficiency
  7. Scout Investment Advisors Selects Vestmark's Platform to Support SMA Business
  8. Vestmark's Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth
  9. The Money Management Institute Announces Acceleration of Industry Trading Standards
  10. Over 500,000 Accounts Now Managed on Vestmark
  11. The Money Management Institute's Operations and Communications Standards Committee Selects Heeren Pathak, CTO of Vestmark, as New Co-Chair
  12. Vestmark Provides Federated Investors, Inc. with Solution for Distribution of Fixed Income Managed Accounts through Banks and Trust Companies
  13. Adhesion Enhances its WealthADV UMA Program Through Vestmark Partnership
  14. Vestmark Continues Growth in the Managed Account Solutions Market with Over $80 Billion in Assets Managed on its Platform
  15. Freestone Capital Management Launches Unified Managed Account Program on the Vestmark Platform
  16. Vestmark's Portfolio Modeling and Order Management Modules Expand within Citi's OpenSMAsm Operations Servicing Platform
  17. Bellatore Partners with Three Technology Industry Leaders to Enhance Service
  18. UBS Global Asset Management Completes Conversion of Separately Managed Accounts Program to the Vestmark Platform
  19. Vestmark Expands Operations With the Opening of Its Fourth Office
  20. Vestmark Ranked Number 2 in Deloitte's Technology Fast 50 Program for New England