April 23, 2020

Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts

Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager™ billing […]
October 23, 2018

Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience

Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
October 18, 2018

Vestmark to Acquire Adhesion Wealth Advisor Solutions

Vestmark, a provider of portfolio management and trading solutions for financial advisors and institutions, announced the acquisition of Charlotte-based Adhesion Wealth Advisor Solutions (Adhesion). Adhesion, a […]
February 26, 2018

Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark, a leading provider of wealth management solutions, announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps […]
May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
January 26, 2017

Financial Firms Use Robo Technology to Complement Existing Service Models (Vestmark Poll)

Vestmark, a leading provider of Unified Wealth Management® solutions, recently sponsored a Webinar which, through, the use of live polling revealed some interesting industry sentiment on […]
October 20, 2016

Vestmark Unveils Robo-Advice Platform

Vestmark, a leading provider of Unified Wealth Management® solutions, announced today the VestmarkONE Robo Solution, which is designed to empower digitally augmented advisors. Already serving as […]
April 25, 2016

Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]