Vestmark

AI adoption in wealth management is accelerating. The challenge? Making sure it’s implemented responsibly. At a recent Amazon Web Services (AWS) Financial Services quarterly meetup, Vestmark Principal Product Owner Joe Dumont discussed what responsible AI means in practice for financial services organizations, including the importance of transparency, governance, and building systems that advisors and clients can trust. As firms explore new ways to apply AI across operations and client experiences, responsible AI frameworks are becoming essential to scaling innovation with confidence. Tune in to the conversation and learn some key considerations for building and deploying AI responsibly in financial services: hubs.ly/Q04hFksj0 #AI #ResponsibleAI #WealthManagement

Today, we’re proud to introduce Vestmark Pulse, the industry’s first AI solution for wealth managers to continuously monitor client portfolios, surface suggested actions, and drive execution. Working in the background, Pulse analyzes portfolio positions, SEC filings, market news and events, and client CRM data to identify what needs attention across the book of business. What once took hours of manual analysis can now be surfaced in seconds within a unified workflow, while advisors maintain full oversight and decision-making authority. Built on the platform Vestmark uses to support portfolio management for some of the largest wealth management firms in the country, Pulse helps firms act faster, improve consistency across teams, and stay focused on what matters most using a platform they already trust. 👉 Read the full announcement to learn more: hubs.ly/Q04gcP1V0 #WealthManagement #Fintech #AI

If you’re someone who thrives on building strong client relationships and turning strategy into business impact, this role might be for you. We’re hiring a Senior Client Success Manager at Vestmark, where you’ll partner closely with clients and play a key role in shaping the overall client experience. It’s a great opportunity to work at the intersection of wealth management, technology, and client strategy alongside a highly collaborative team. 👉 Learn more and apply: hubs.ly/Q04fYFV80 #Hiring #FintechCareers #MakeYourMark

Every portfolio change has a tax consequence for the client, and RIAs deserve a platform that allows them to consistently execute transitions with confidence and clarity. Vestmark helps RIAs plan transitions with capital gains budgets tailored to each client’s situation so decisions are made with the full picture in view. 👉 Learn more about tax-aware transition planning that keeps tax impact controlled and outcomes aligned: hubs.ly/Q04dWsZC0 #RIA #WealthManagement #TaxOptimization

Vestmark is proud to sponsor and participate in the Expect Miracles Foundation Distance Challenge, supporting a cause that’s making a real difference. This incredible initiative brings the financial services community together to raise funds for cancer research and provide financial assistance to young adult cancer survivors. Even more impactful, 100% of participant-raised dollars go directly to this mission. Our team is moving with purpose, and we’re grateful to be part of an effort that brings hope and support to those who need it most. If you’d like to learn more or support the cause, you can do so here: hubs.ly/Q04dXtzf0 #ExpectMiraclesFoundation #HowFarWillYouGo #GoTheDistance #IExpectMiracles #CancerIsntFree

We’re proud to share that Vestmark has been named an Excellence Awardee in the WealthTech Provider of the Year category at the 2026 @investmentnews Awards. This recognition reflects our continued commitment to helping wealth management firms scale personalization, drive operational efficiency, and adapt to the growing demands of a competitive market. We’re honored to be recognized alongside other industry leaders and look forward to the winner announcement at the awards gala in New York this June. hubs.ly/Q04ckfCN0

Giving back is a core part of who we are at Vestmark. Last week, a team of Vestmark employees volunteered with @Habitat_org to support the early stages of a new three-unit complex, helping create future homes and opportunities for those who need them most. While the project is just getting started, the impact is already meaningful. It was a day centered on community, connection, and contributing to something bigger than ourselves. We’re proud to play a small part in a much larger mission. #CommunityImpact #HabitatforHumanity

We’re proud to share that Vestmark has been shortlisted for two 2026 Family Wealth Report Awards! 📣 Portfolio Management 📣 Women in Wealth Technology (Individual) – recognizing our Chief Product Officer, Corey Fiedler These nominations highlight our continued commitment to helping wealth managers scale personalized portfolios, streamline operations, and deliver better client outcomes. We’re especially proud to see Corey recognized for her leadership and impact in advancing innovation across wealth technology. Winners will be announced on April 30 at the awards ceremony in New York City. Learn more about the awards: clearviewpublishing.com/events/the-thi… #WealthManagement #FintechAwards @FWReport

Meet the Vestmark Advisor Assistant, built with RIAs top of mind. Independent firms run lean. Every minute spent navigating systems or tracking down information is time away from clients. Built to seamlessly integrated into the flow of an advisor's day, Advisor Assistant helps simplify common tasks, surface key information, and streamline workflows all within the Vestmark platform. Explore how Advisor Assistant can help your firm run smarter: hubs.ly/Q047kXYv0 #RIA #AdvisorTech

Wealth managers are racing to adopt tools that reduce manual workloads and enhance client service—but delivering innovation at scale requires a thoughtful, strategic approach. Our chief technology officer @APIguy was a recent guest on @wealth_mgmt's WealthStack Podcast, where he discussed how his career path led him into financial technology and how he approaches building and scaling platforms for modern advisors, designing tools that are intuitive for users while providing the trust, reliability and regulatory certainty financial institutions require. The conversation explores how our technology at Vestmark is built to reshape advisor workflows, reduce manual back-office tasks and create more capacity for client engagement. Listen to the episode below for the full discussion. hubs.ly/Q0463tWw0

Reach more advisors. Expand distribution. Reduce operational friction. These are goals that all asset managers have, and we're here to be your partner to help you achieve them. Vestmark helps asset managers launch and distribute models at scale — while managing trading, operations, and tax workflows behind the scenes. It’s a streamlined, modern way to expand your presence across wealth platforms. Explore new paths to distribution today: hubs.ly/Q0461H_r0 #PersonalizedInvesting #DirectIndexing #TaxManagement

Vestmark is #hiring for two open roles on our Outsourced Services (VOS) team! If you love solving problems, collaborating across teams, and making sure the details are right, we’d love to meet you. 🔥 Operations Analyst: Support managed account operations across reconciliations, account administration, corporate actions, and performance reporting. Perfect for detail-oriented professionals who take pride in keeping everything accurate and on track. hubs.ly/Q045KpN40 🔥 Fixed Income Operations Analyst: Bring your fixed income expertise to a hands-on, client-facing role managing trade lifecycles, settlements, corporate actions, and reconciliations across Treasuries, munis, corporates, MBS, and more. hubs.ly/Q045KpNX0 At Vestmark, your work directly supports advisors, firms, and investors nationwide. VOS partners directly with leading wealth management firms to manage the operational engine behind their managed account programs, helping ensure everything runs accurately, efficiently, and at scale. Ready to #MakeYourMark? Apply today or share with someone who should.

📣 We’re proud to share that Vestmark has been named the winner in the "Innovative Solution" category at the @WealthBriefing WealthTech Americas Awards 2026 announced on February 19, 2026! This award recognizes the innovation behind our approach to integrating alternative investments directly into managed account portfolios, helping firms deliver more personalized, tax-aware, and diversified portfolios at scale. By embedding alternatives into the core of the UMA—not as exceptions but as fully supported assets—we're addressing one of the most persistent challenges in wealth management. Thank you to WealthBriefing for this recognition, and to our clients and partners for inspiring us to keep building smarter, more scalable solutions. 👉 Read the full press release here: hubs.ly/Q044V9PH0 #WealthBriefing #InnovativeSolution

We’re hiring an Advisor Support Specialist to join our team. If you’re someone who takes pride in being responsive, organized, and dependable, this role is for you. You’ll support Financial Advisors day to day, solve problems quickly, and help keep client-related projects on track. It’s relationship-driven, fast-paced, and highly collaborative. Know someone who’d be great at this? Send them our way. hubs.ly/Q043ZMz30 #Hiring #MakeYourMark

What happens when a career technologist steps into fintech? Our CTO, @APIguy, shares what led him to Vestmark after building a career in AI, IoT, and big data. He explains why real innovation in fintech begins by recognizing the potential that already exists. With the right people, a clear strategy, and a culture of trust, innovation isn’t something you start. It’s something you unlock and scale. hubs.ly/Q041B9Zb0 #FintechLeadership #TechStrategy

We’re at FSI OneVoice 2026! The Vestmark team is in San Diego for OneVoice, connecting with firms focused on growth, efficiency, and delivering better client outcomes. Planning to attend? Let’s connect. Meet the team on-site: 👋 Ananya Balaram, Chief revenue Officer 👋 Jake Fletcher, SVP, Business Development 👋 Meghan Braley, Senior Product Manager We’d love to hear what challenges you’re solving for and how we can help. #FSIOneVoice2026 #WealthManagement

AI is a huge asset for junior developers, as @APIguy sees it. Hear how @Vestmark is using Ruby and AI agents to support its team on the latest episode of the Code[ish] podcast.

RIAs: You shouldn’t have to choose between personalization and scale. With Custom Premier, a new solution that blends Vestmark’s scalable, tax-aware implementation and T. Rowe Price’s trusted model portfolio expertise, you can deliver: ✔️ Custom model portfolios aligned to client preferences ✔️ Integrated tax-aware optimization ✔️ Institutional-caliber investment design It’s time to reimagine what your model portfolio experience can deliver. Full details here: hubs.ly/Q03_TgZW0 #PersonalizedInvestingAtScale #RIAInnovation #TaxSmartInvesting

In this new clip, our CTO Freedom Dumao shares how Vestmark fosters innovation while maintaining the discipline, compliance, and security that financial services demand. From empowering great people to acting quickly on big ideas, it’s all about building the right environment. Watch the full vido here: hubs.ly/Q03_6yj-0 #FintechInnovation #CultureOfInnovation

“AI is everywhere.” In this clip, Vestmark CTO Freedom Dumlao explains why that matters and why the real risk isn’t the hype, but ignoring what’s truly possible. Watch the full video for a clear take on how AI can deliver real operational wins: hubs.ly/Q03ZVZqY0 #AIInFintech #WealthManagement