Vestmark

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

📣 We’re proud to share that Vestmark has been named one of @BuiltIn’s 2026 Best Places to Work! This recognition reflects our ongoing commitment to building a workplace where people feel empowered, supported, and inspired. Thank you to our incredible team for making Vestmark what it is. We’re honored to be recognized alongside so many forward-thinking companies. Read more: hubs.ly/Q03ZF7Cq0 #BPTW2026 #2026BuiltInBest

Advisors need more than passive tools to deliver real results. That’s why we’re partnering with WestEnd Advisors. Together, we’re launching a tax-advantaged U.S. Sector Strategy SMA designed to pursue long-term capital appreciation while managing risk through active sector rotation and direct indexing. This new offering combines WestEnd Advisors' macro-driven insights with Vestmark’s platform to deliver an alternative to passive indexing with the potential for both active and tax alpha. Get the details behind the partnership: hubs.ly/Q03YvZMM0 #WealthManagement #SMAstrategies #AdvisorSolutions @VCMtweets

What does leadership in fintech and wealth mean in 2026? Adopting AI is only one aspect of it. Another is changing the way your company runs and provides value. Vestmark CEO Karl Roessner discusses five forces changing the industry in his most recent blog post. From the rise of virtual employees and smarter automation to the return of blockchain and the growing demand for custom investment models, the landscape is shifting fast. Waiting won't pay off in 2026. Those who move early, adapt quickly, and innovate with purpose will be rewarded. Read Karl’s take on what’s coming—and how to stay ahead: #WealthManagement #FinancialServices #DigitalTransformation

Advisors need more customization. To address this growing demand, we're partnering with @vaneck_us to deliver custom model portfolios designed for today’s RIAs and broker-dealers. These strategies are designed to provide financial professionals with a range of turnkey solutions that are diversified, risk-based, and aligned to different investment outcomes. Powered by Vestmark’s infrastructure, advisors can access and implement these models with ease. Read the full announcement: hubs.ly/Q03WDrQs0

We’re proud to share that Vestmark has been named a finalist for two awards at the 2025 ThinkAdvisor Luminaries Awards in the Technology Platforms, Products and Services – Investment Management category! 🏆 Industry Disruption — For enabling private market strategies to be managed as native components within SMAs and UMAs, eliminating operational friction and expanding access to alternatives. 🏆 Product or Service Innovation — For integrating fixed income into VAST’s UMA framework, allowing holistic, tax-aware management across all asset classes in a single account. Thank you to ThinkAdvisor for recognizing innovation that helps drives real progress in wealth management. And congratulations to our incredible team and clients who help make these solutions possible. Winners will be recognized at an Awards Ceremony on December 4th. Read about criteria, categories, finalists, and more here: hubs.ly/Q03T-B1Z0 #ThinkAdvisorLuminaries

What makes a strong brand? (Hint: it’s not just colors, taglines, and design).   At Vestmark, branding is how we operate; how we align internally, execute with efficiency and consistency, and create value with every client interaction.  From refreshed messaging to executive visibility, we’re investing in a brand that reflects who we are and what we do best: a long-term partner constantly evolving to meet the needs of both clients and prospects.   In his latest Fast Company article, our CEO, Karl Roessner, shares his take on what it means to build a brand that performs: hubs.ly/Q03SHGJx0 #BrandStrategy #WealthManagement

💡 “Development in fintech doesn’t have to be slow.” That’s what our CTO Freedom Dumlao believes — and he’s proving it. In his first year at Vestmark, Freedom has helped us move faster than ever before and still maintain the stability our clients count on. In this candid Q&A, he shares: 🔹 How to innovate inside a regulated industry 🔹 Why “diversity of thought” fuels stronger teams 🔹 How AI is reshaping the advisor–client relationship Read how Freedom and team are breaking the mold: hubs.ly/Q03SBY460 #Fintech #AI #WealthManagement

Karl Roessner recently hit three years as CEO of Vestmark and took some time to reflect on the subtle strength that sets us apart: private ownership. Under Karl’s leadership, we’ve continued to strengthen and expand our technology, build our culture, and sharpen our focus on serving RIAs, broker-dealers, asset managers, and enterprises with excellence. We have the freedom to prioritize long-term value for our clients — not short-term investor timelines. Read more from Karl in his recent article on Vestmark prioritizing long-term value for its clients – not just short-term investor timelines: hubs.ly/Q03S2v2y0 #Leadership #WealthTech