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

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News & Press Releases

  1. ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS
  2. Vestmark Selected to Support Vanguard Custom Model Portfolios for RIAs
  3. Vestmark Opens Center for AI Research and Development in Boston
  4. Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
  5. Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
  6. Vestmark Appoints Freedom Dumlao as Chief AI Officer
  7. Vestmark Joins Global Elite With 2026 WealthBriefing Award
  8. Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
  9. Built In Honors Vestmark in Its Esteemed 2026 Best Places To Work Awards
  10. Vestmark Partners with WestEnd Advisors to Develop Tax- Advantaged U.S. Sector Strategy SMA
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