Vestmark

25 years. One continuous line of innovation. From building wealth management's first thin client platform in 2003 to launching Vestmark VAST and introducing Pulse, our AI solution for wealth managers, every milestone on this timeline reflects the same commitment: building technology for where the industry is headed, not just where it is today. As we celebrate 25 years, we're proud to share the journey. Watch our anniversary timeline video to see the full story. #WealthManagement #Wealthtech

Today, we’re excited to announce the opening of the Vestmark Center for AI Research and Development, known as the CARD, a new Boston-based hub dedicated to advancing AI-enabled wealth management technology. Led by Chief Technology Officer and Chief AI Officer Freedom Dumlao, the CARD will support the continued growth of Vestmark’s advanced R&D team and expand our AI, engineering and product development capabilities. The center is designed to help our teams build, test, and accelerate new capabilities across portfolio management, trading, tax optimization, and advisor workflows, all with a focus on helping wealth management firms operate more efficiently, personalize client experiences, and scale with greater consistency. The CARD builds on 25 years of Vestmark innovation and reflects our continued investment in the people, technology and ideas shaping what comes next for wealth management. Read today’s announcement: hubs.ly/Q04n33mB0 #WealthManagement #ArtificialIntelligence #Wealthtech

25 years ago, Vestmark set out to help wealth management firms scale with greater intelligence, efficiency, and control. That purpose has guided our platform, our partnerships, and our client relationships ever since. As the industry has evolved from SMAs to UMAs to tax overlay to household-level portfolio management, and now to AI-enabled workflows, Vestmark has continued to build technology designed not only for where wealth management is today but also for where it is headed next. In a new blog post, our CEO Karl Roessner reflects on Vestmark’s 25-year journey, the client relationships and employee dedication that have shaped our growth, and the innovation still ahead. As Karl writes: “After 25 years, we’re still innovating and evolving. And most importantly, we’re still building for what’s next.”' Read the full reflection: hubs.ly/Q04msGJZ0 #WealthManagement #WealthTech #FinancialServices

The demand for personalized portfolios is reshaping how asset managers and wealth firms work together. Customized model solutions, outsourced CIO services, and implementation support are becoming table stakes. The firms built to deliver them at scale are pulling ahead. 👇 Hear from Rob Battista, Executive Vice President of Advisory Solutions at Vestmark, on what that shift looks like in practice. #WealthManagement #PortfolioManagement #FinancialAdvisors

25 years. More than $2 trillion in assets supported. More than five million investor accounts. More than 72,000 financial advisors. Today, Vestmark is proud to mark its 25th anniversary and another major milestone: Vestmark Advisory Solutions surpassing $50 billion in assets under management following fivefold growth over the past 18 months. Since 2001, Vestmark has grown from a modern approach to portfolio accounting, trading and rebalancing into one of the industry’s leading wealth management technology platforms. But as CEO Karl Roessner reflects, technology is only part of the story: “While technology has always been at the center of what we do, our success has ultimately been built on relationships. We are grateful to the clients, partners, and employees who have been part of our journey.” As we look to our next chapter, we remain focused on investing in our technology and teams, expanding our advisory capabilities and developing AI-enabled solutions that help wealth managers operate more efficiently and serve their clients more effectively. To our clients, partners and employees: thank you for being part of the journey. Read the full announcement: hubs.ly/Q04lRsZf0 #WealthTech #WealthManagement #25Years

Every hour your team spends navigating disconnected systems is an hour not spent on clients. When proposals, accounts, trading, and reporting live in separate tools, operational drag compounds fast, and so does the risk of errors that erode client trust. A single platform changes that. Vestmark centralizes the full portfolio lifecycle so your team can work more efficiently, report more accurately, and scale without adding operational complexity. 👉 See how Vestmark supports growing RIAs: hubs.ly/Q04lKYLb0 #RIA #WealthManagement #AdvisorTech

What does it look like when AI helps wealth teams move from insight to action? At @Wealth__Edge, our Chief Technology Officer & Chief AI Officer @APIguy showed exactly that with a live demo of Pulse: a first-of-its-kind AI intelligence solution that continuously monitors portfolios, market news and events, regulatory filings, and client CRM data. While an advisor is focused on growing their book of business or building client relationships, Pulse can identify a concentrated tech position sitting underwater in a client's portfolio, surface thousands of dollars in tax alpha, and signal a compliant ETF swap, all with compliance checks run and the trade staged for advisor approval. That's the difference when you move from reactive service to proactive engagement. With actionable insights and signals surfaced in real-time, nothing slips through the cracks, and no opportunity goes unnoticed. If you missed the demo and want to see Pulse in action, comment below or message us directly. In the meantime, take a closer look at Pulse: hubs.ly/Q04l3_JG0 #WMEDGE #AdvisorTools #WealthManagement

We're teeing up for a great cause. ⛳ Vestmark is excited to sponsor the 2026 Expect Miracles East Coast Classic, bringing together professionals from across the financial services industry for a day of connection, friendly competition, and fundraising in support of the cancer community. Through events like this, Expect Miracles funds cancer research and provides financial assistance to patients and families navigating the challenges of a cancer diagnosis. Learn more about Expect Miracles and how you can support its mission: hubs.ly/Q04jMPT10 #ExpectMiracles #FinancialServices

Today’s clients expect more personalization, more responsiveness, and better outcomes. Vestmark helps advisors deliver all three with: – Unified portfolio management – Tax-aware trading and transitions – Multi-account proposals – AI-powered workflow automation To be ready for the future of wealth management that's scalable, intelligent, and advisor-first, firms need a solution that helps them grow while staying focused on what matters most: their clients. See what Vestmark is doing to prepare for what's next: hubs.ly/Q04j3LBM0 #WealthManagement #Wealthtech

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