News & Events

News & Press Releases

1. Press Oct 30, 2025 Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios Vestmark, Inc. announced today a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers...
2. Press Oct 08, 2025 Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions Vestmark, Inc. announced today that Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, will utilize...
3. Press Jul 30, 2025 Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios Vestmark, Inc. announced today a strategic relationship with Fidelity Investments to provide eligible advisors of RIAs and broker-dealers...
4. Press Jul 17, 2025 Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA Vestmark, Inc. announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability...
5. Press May 07, 2025 Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors Vestmark, Inc. announced today a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize...
6. News Feb 25, 2025 Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE® Vestmark, Inc. was awarded the WealthBriefing WealthTech Americas Award 2025 in the Portfolio and Wealth Management category for...
7. News Jan 21, 2025 Built In Honors Vestmark in Its Esteemed 2025 Best Places To Work Awards Vestmark, Inc. today announced it has been honored in Built In's 2025 Best Places To Work Awards. Specifically, Vestmark earned a place on...
8. Press Nov 26, 2024 Strive’s Direct Indexing Now Available on Fidelity and Schwab Strive Asset Management (“Strive”) today announced that its Direct Indexing, powered by Vestmark VAST™, is now available on both the...
9. News Oct 30, 2024 Vestmark Names Freedom Dumlao Chief Technology Officer We are pleased to announce that Vestmark has named Freedom Dumlao the company's new Chief Technology Officer (CTO). In this role, Freedom...
10. Press Sep 24, 2024 Vestmark Teams with BlackRock to Enhance Custom Model Portfolio Offerings Vestmark, Inc. announced today a commercial partnership with BlackRock (NYSE: BLK) to enhance custom model portfolio solutions for registered...

Events

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