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