Vestmark DoL Poll Reveals Financial Institutions and Advisors Feel Most Behind on Technology, Advisor Compensation
04. August 2016 10:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - August 04, 2016) - Vestmark, a leading innovator of advisory solutions and wealth management technology, today released poll results captured during their recent webinar...
Vestmark Named Advisory Solutions Provider of the Year - Technology and Operations Platform in 2016 MMI Industry Leadership Award
05. Mai 2016 13:39 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 05, 2016) -
Vestmark, a premier cloud-based technology provider for unified wealth management solutions, was named Advisory Solutions Provider of the Year...
Vestmark Marks 15-Year Anniversary by Crossing $500 Billion of Assets on Its Platform
26. April 2016 11:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - April 26, 2016) -
Vestmark, provider of the award-winning unified wealth management technology platform VestmarkONE®, marked its 15-year anniversary in grand...
Wilshire Launches Wealth Management Platform
18. April 2016 10:15 ET
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Vestmark, Inc.
SANTA MONICA, CA--(Marketwired - April 18, 2016) -
Wilshire Funds Management a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is...
Vestmark Secures $30 Million in Growth Financing From Summit Partners to Accelerate Leadership Position in Wealth Management Technology
13. April 2016 11:30 ET
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Vestmark, Inc.
BOSTON, MA--(Marketwired - April 13, 2016) -
Vestmark, the leading SaaS provider of comprehensive unified wealth management solutions for financial advisors and institutions, today announced...
Vestmark Recognized for 2016 BISA Technology Innovation Award
06. April 2016 12:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - April 06, 2016) - Vestmark, a leading innovator of wealth management technology solutions, announced today that the company has received the BISA award for "Best...
Vestmark Introduces the Vestmark Manager Marketplace(TM)
16. März 2016 11:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - March 16, 2016) - Vestmark, a premier SaaS based technology provider of comprehensive portfolio management and trading solutions, announced today the launch of...
Vincent Pellegrini Joins Vestmark as Senior Vice President of Client Experience
29. Juli 2015 13:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - Jul 29, 2015) - Vestmark, the leading innovator of advisory solutions and wealth management technology, today announced Vincent Pellegrini has joined Vestmark as the...
Vestmark Acquires Advanced Objects' Proposal Generation Technology
14. Juli 2015 10:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - Jul 14, 2015) - Vestmark, a premier SaaS technology provider of comprehensive portfolio management and trading solutions, announced today that it has acquired proposal...
Oppenheimer & Co.'s Advisory Programs Convert to VestmarkONE(R) Platform
16. Juni 2015 09:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - Jun 16, 2015) - Vestmark announced today Oppenheimer & Co. Inc. has chosen VestmarkONE, the award-winning, unified wealth management technology platform, to...