Vestmark
About Vestmark
Vestmark provides wealthtech solutions and portfolio management infrastructure for financial advisors, asset managers and wealth management firms. The platform supports scalable personalisation through tax-aware investing tools, advisor enablement and outsourced services for custom model portfolios. Recent coverage has focused on strategic partnerships to deliver open-architecture models and the integration of private investments within unified managed accounts.
FF News has published 7 stories featuring Vestmark since 2025, most recently "Vestmark and Allspring Partner to Deliver Scalable Tax-Aware Portfolios for RIAs" (28 October 2026).
People at Vestmark on FF News
- Karl Roessner, Chief Executive Officer
- Rob Battista, Executive Vice President, Advisory Solutions
Latest Vestmark news
- Vestmark and Allspring Partner to Deliver Scalable Tax-Aware Portfolios for RIAs 28 October 2026
- Vestmark Selected to Power Vanguard Custom Model Portfolios for RIAs 14 August 2026
- VanEck Launches Custom Model Portfolios for Financial Advisors, Powered by Vestmark 4 December 2025 FF News
- Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios 30 October 2025 FF News
- Vestmark Announces Strategic Agreement to Deliver Open- Architecture Custom Model Portfolios 31 July 2025 FF News
- Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA 17 July 2025 FF News
- Vestmark Partners With Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors 7 May 2025 FF News