🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

What does it take to amass $1.6T in platform assets—and keep innovating every step of the way? Our CTO, Freedom Dumlao, sat down with VentureFizz to talk about the scale of our platform, how we’re leveraging AI (especially agentic capabilities), and why building the future of

Plant and pivot: The challenge and opportunity of reinvention fastco.expert/4jjQT9A Written by Karl Roessner of Vestmark

Vestmark is looking for a Senior Administrative Assistant to join our team in Wakefield! This role supports the daily rhythm of our executive team by ensuring time, communication, and priorities are aligned to drive the business forward. From managing calendars and meetings to

Our Chief Product Officer, Corey Fiedler, recently joined a @ MMI webinar alongside our partners to talk about what true collaboration looks like. Leslie Norman from Dynasty Financial Partners said it best: "I’m looking for technology firms that first and foremost do whatever they set out to

Today, Boston shows what endurance really looks like. Whether you’re running 26.2 or keeping pace in a fast-moving industry, Patriots’ Day is a reminder of what persistence can achieve. Proud to be building in Greater Boston—today and every day. #PatriotsDay #BostonStrong

The Vestmark team spent Earth Day cleaning up around neighboring Lake Quannapowitt. 🌍 Earth Day is a reminder that environmental responsibility starts at the local level. Taking care of the places we live, work, and unwind matters, and we’re proud to do our part. Thanks to

In an effort to meet client demand for enhanced user experiences and greater functionality, along with advisor expectations for efficient workflows, powerful features and advanced tools, wealth management firms have made massive investments in technology. But implementation and

Vestmark's CTO, Freedom Dumlao, joined the Maintainable podcast to talk scaling software in complex, regulated environments and why modernization isn't always about chasing trends. Give it a listen! 👇 #EngineeringLeadership

We’re reimagining what the optimal wealth management workflow looks like — and it all starts with the advisor. That’s why we’re introducing an enhanced advisor toolkit that brings proposal generation, billing, reporting, and more into a single, user-friendly experience — all

At Vestmark, we’re on a mission to transform how financial professionals serve their clients: faster, smarter, and more securely. If you're ready to #MakeYourMark, check out these open positions! 🔥 Associate Application Performance Engineer Apply here: hubs.ly/Q03jg26R0

“These aggregators are driven to grow rapidly and operate efficiently to position themselves for the next wave of industry growth. But that very growth creates a paradox as aggregators promise the firms they acquire efficiency of scale yet often don’t have the tools or systems to

We’re excited to announce that Corient will utilize our full suite of portfolio management and trading technology solutions across their entire network of advisors. This collaboration reflects the growing momentum behind consolidated portfolio management and trading solutions

Transitions can feel like a grind—months of paperwork, process delays, and strained teams. It doesn’t have to be that way. Our onboarding process is designed to get you up and running in days, not months. With structured workflows and full support from day one, we help teams

“Investors are becoming more sophisticated, especially in the U/HNW space. They are more likely to have complex portfolios and effective management requires the right tools. UMAs provide investors with a simplified view of their holdings.” Robert Battista, our Head of Advisory

Our Chief AI & Innovation Officer, Leo Schrantz, was featured in Built In Boston to share how we approach AI in wealth management. It’s not just about saving time. The real value comes from what AI enables while keeping the advisor at the center of the process. AI works best when

We're excited to be sponsoring Wealth Management EDGE on June 10-12! We’ve had the pleasure of being part of the EDGE community before, and each year brings new insights and meaningful connections. We’re looking forward to engaging conversations around advisor experience, platform

Excited to see Vestmark featured in Built In’s roundup of companies driving real-world AI innovation in finance. We’re proud of the work our team is doing to bring practical, responsible AI to the advisory space and grateful to be recognized alongside other innovators helping

This isn’t just a product update—it’s a philosophy. When we built VAST™, we knew that even the best investment platform wouldn't make an impact unless advisors could onboard quickly and confidently. That’s why our process was designed by leaders who understand the day-to-day