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Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capital Group, and VanEck referral gusher.
A great day on the course for an even greater cause. We were proud to sponsor and participate in the 2026 East Coast Classic alongside so many colleagues, partners, and industry peers committed to making a difference. Thank you to Expect Miracles Foundation for bringing together the financial services community to support cancer research and provide financial assistance to patients and families battling cancer.
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.”'
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.
What does it look like when AI helps wealth teams move from insight to action? At Wealth Management EDGE, our Chief Technology Officer & Chief AI Officer Freedom Dumlao 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.
Vestmark CEO Karl Roessner has joined the Board of Directors of the Invest in Others Charitable Foundation, an organization dedicated to supporting and celebrating the charitable work of financial advisors. For more than 20 years, Invest in Others has helped spotlight the ways advisors give back to their communities through philanthropy, volunteerism, and leadership. We’re honored to support an organization advancing that mission across the financial services industry. Congratulations to Karl and the entire Invest in Others community.
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.
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.
Giving back is a core part of who we are at Vestmark. Last week, a team of Vestmark employees volunteered with Habitat for Humanity 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.
Today, we’re celebrating the people who make Vestmark, Vestmark. On Employee Appreciation Day, we recognizing the talent, dedication, and teamwork that power everything we do from building innovative technology to supporting clients and each other every day. (And yes— there’s catered breakfast and massage chairs in the office to say thank you in a small but well-deserved way. ☕🥐💆) We’re grateful for the smart, committed, and supportive people who bring our mission to life. To our team, thank you. We appreciate you today and every day.
