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Vestmark was proud to sponsor and attend the Expect Miracles in Manhattan 2026 Gala in support of life-saving cancer research and families facing the unimaginable. We’re especially honored to see the Lonnie Award continue to recognize individuals whose passion advances this mission. Named for Lonnie Macdonald — a beloved member of the Vestmark family — the award reflects his humble, determined spirit, and lasting impact. Grateful to stand alongside our industry in support of such an important cause.
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.
To celebrate Valentine’s Day, we welcomed adorable pups from Shultz’s Guest House into our Wakefield HQ. Alongside some festive treats, the afternoon was a reminder that culture, community, and connection matter just as much as the work we do. Thank you to Shultz’s for the incredible care you provide to rescue animals— and for sharing them with us!
This spring, Vestmark employees partnered on a local home build as part of our ongoing commitment to support our community. Since then, we’ve been fortunate to stay in touch. This holiday season, our team quietly came together to gather and give a few thoughtful gifts – a simple gesture to support the family during their first year in their new home. We’re grateful for the connection and for the chance to continue showing up in small but meaningful ways.
We're still thinking about the energy from last week’s Annual Kickoff Event at Vestmark HQ! From connecting with remote colleagues to aligning on goals for the year ahead, we left feeling inspired, focused, and ready to take on 2026. We’re proud of everything we accomplished in 2025. It wouldn’t have been possible without the dedication, creativity, and collaboration of this team. We’re excited for what’s ahead—and even more excited to do it together.
What makes a company feel like the right place to grow your career? For Peipei Xing, Senior Software Engineer at Vestmark, it came down to one thing: “They were curious about my approach, not only my code.” In her recent feature with Built In, Peipei shares what stood out about our interview process, how our team connects across offices, and the ways we support technical and professional growth from day one. We’re proud to have team members like Peipei who bring thoughtfulness, curiosity, and creativity to everything they do.
In this new clip, our CTO Freedom Dumlao 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.
We’re proud to share that Vestmark has been named one of Built In'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.
The past six months at Vestmark have been nothing short of incredible—full of learning, growth, and the support of an amazing team. Thanks to Vestmark, I had the chance to attend the MA Conference for Women yesterday, and it was truly inspiring. Excited to keep the momentum going to continue to grow as a woman in the workforce, and eager to see what is next!
This Giving Tuesday, we’re proud to give back where it matters most: right here at home. Vestmark recently partnered with Gina’s Giving Back for a company-wide food drive to support families in our local community. Thanks to our team’s generosity, we collected and donated essential items ahead of the holiday season. And we're not stopping there. To continue the spirit of giving, Vestmark is distributing $1,000 in Market Basket gift cards to local families. It’s a small way to help ease the burden of holiday grocery shopping and bring a little more comfort to the table. Strong communities start with showing up for each other. We're honored to be part of that effort.
