News from vestmark A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

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Jan 25, 2023, 09:07 ET Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios

Vestmark, Inc., a leading provider of wealth management software and services, today announced that it is launching six direct-index, separately...

Jan 13, 2023, 11:19 ET Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston

Vestmark, Inc., a leading provider of wealth management software and services, today announced that, for the second year in a row, it is has been...

Sep 08, 2022, 16:30 ET Vestmark Expands Leadership Team, Naming Karl Roessner CEO

Vestmark, Inc., a leading provider of wealth management software and services, today announced that it is expanding its executive leadership team,...

Apr 19, 2022, 09:00 ET Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced the results of a commissioned study conducted...

Mar 22, 2022, 09:00 ET Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that its VestmarkONE® platform has been named...

Mar 02, 2022, 09:00 ET Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that its VestmarkONE® platform has been named...

Feb 15, 2022, 09:00 ET Vestmark Names David Gordon SVP, Direct Indexing

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that it has named David Gordon as the...

Jan 31, 2022, 09:00 ET Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services for Vestmark Advisory Solutions

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that it has named Agnes Hong as Chief...

Jan 05, 2022, 10:30 ET Vestmark Honored as One of the 100 'Best Places to Work in Boston' by Built In Boston

Vestmark, Inc. proudly announces that it has been named one of the 100 "Best Places to Work in Boston" for 2022 by Built In Boston, the online...

Dec 17, 2021, 10:00 ET Vestmark Partners with Northfield to Deepen and Expand Integration of Tax and Risk-Based Optimization Tools for VestmarkONE Platform

Vestmark, Inc, a leading provider of portfolio management tools and trading software, today announced that it is expanding its partnership with...

Sep 17, 2021, 08:00 ET Vestmark Names Company Veteran Michael Blundin as Chief Executive Officer

Vestmark, a leading provider of portfolio management tools and trading software, today announced that it has named company veteran Michael Blundin as ...

Sep 13, 2021, 16:04 ET Vestmark Wins WealthManagement.com Award for its Unified, All-in-One System

Vestmark, Inc., a leading provider of portfolio management tools and trading software, was awarded the Wealthie for Unified (All-in-One) Systems in...

Jun 14, 2021, 09:00 ET Vestmark And FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers And Wealth Managers

Vestmark and FLX Distribution today announced a strategic partnership bringing to market a robust set of complementary offerings that deliver on a...

May 07, 2021, 10:14 ET Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts

Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that Vestmark Advisory Solutions, Inc., the...

Dec 04, 2020, 10:31 ET Vestmark Named 2020's 'Best Third-Party Technology Vendor IT Team' by WatersTechnology

Vestmark, Inc, a leading provider of portfolio management tools and trading software, has been named as the 'Best Third-Party Technology Vendor IT...

May 07, 2020, 08:48 ET Vestmark Named to Second Annual WealthTech100 Listing

Vestmark, Inc. proudly announces that it has been included in FinTech Global's second annual WealthTech100 listing, which recognizes the...

Apr 21, 2020, 08:38 ET Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts

Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment...

Apr 13, 2020, 17:37 ET Vestmark Mourns Sudden Passing of CMO Lonnie Macdonald

With a heavy heart, Vestmark, Inc. issued the following statement regarding the passing of its Chief Marketing Officer, Lonnie Macdonald: It is with...

Apr 09, 2020, 08:48 ET Vestmark Partners with Axos Clearing, Empowering Firm's Broker-Dealer & RIA Customers with Access to VestmarkONE® Platform

Vestmark, Inc. announces that it has entered into a strategic marketing agreement with Axos Clearing LLC, which will provide the full-service...

Apr 01, 2020, 08:48 ET Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security

Vestmark announces that it has successfully completed two versions of the Statement on Standards for Attestation Engagement No. 18 (SSAE 18) Type II...

Feb 10, 2020, 08:48 ET Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston

Vestmark, Inc. proudly announces that it has been named one of the 100 "Best Places to Work in Boston" for 2020 by Built In Boston, the online...

Dec 04, 2019, 08:38 ET Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team

Vestmark, Inc. announces that it has won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT ...

Sep 17, 2019, 08:48 ET Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing

Vestmark announces that the U.S. Patent and Trademark Office has granted Vestmark team members U.S. Patent No. 10176523, for the trade order...

Sep 10, 2019, 08:48 ET Steve Camp Named Managing Director of Vestmark Advisory Solutions

Vestmark announces that Steve Camp has been elevated to lead Vestmark Advisory Solutions, Inc. ("VAS"), Vestmark's wholly-owned registered investment ...

Sep 05, 2019, 14:28 ET New Website Exemplifies Vestmark's Customer-Centric Rebranding Efforts

Vestmark has taken the next step in its ongoing rebranding efforts by launching a redesigned website featuring tailored customer journeys. Each...