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News & Events

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

News & Press Releases

  1. Vestmark and First Trust to Expand Customized Model Portfolio Solutions for RIAs
  2. Vestmark and Allspring Global Investments Partner to Expand Advisor-Built Model Portfolios
  3. ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS
  4. Vestmark Selected to Support Vanguard Custom Model Portfolios for RIAs
  5. Vestmark Opens Center for AI Research and Development in Boston
  6. Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
  7. Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
  8. Vestmark Appoints Freedom Dumlao as Chief AI Officer
  9. Vestmark Joins Global Elite With 2026 WealthBriefing Award
  10. Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
News & Press Archive

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