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