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From idea to innovation – fast. What once took months now takes just days. Senior Principal Architect Jay Artz was recently featured in Built In Boston for leading a breakthrough project at Vestmark using AI. By leveraging tools like Claude and Cursor, Jay transformed complex fintech workflows into real-time data visualizations and an interactive web app. This is how Vestmark continues to modernize wealth management operations with scalable, intelligent solutions. Get a closer look at how our teams are using AI tools to bring ideas to life faster.
We’re honored to be nominated for the Outstanding Co-op Employer Award by a Wentworth Institute of Technology co-op student, especially as the university celebrates 50 years of pioneering cooperative education. At Vestmark, we view co-op partnerships as more than just placements; they’re opportunities to mentor future leaders, foster innovation, and provide hands-on experience in the dynamic world of wealthtech. Thank you to our incredible co-op students, past and present, and to Wentworth for being a valued partner in developing tomorrow’s talent. We’re proud to support a program that makes a lasting impact across industries.
This week at Vestmark, we came together to celebrate Diwali, the Festival of Lights, with joy, color, and community. 🪔✨ From the delicious traditional cuisine and festive music to the intricate beauty of henna art, our celebration offered teammates a meaningful opportunity to connect, learn, and appreciate the cultural richness of this cherished holiday. Thank you to everyone who helped make this event possible, and to all who joined in to celebrate!
Innovation. Collaboration. Transformation. The conversations at this year’s MMI Annual Conference spotlighted the ideas and partnerships shaping the future of wealth management, and we were proud to be part of it. A big thank-you to Ananya Balaram and Rebecca Mackenzie for representing Vestmark on two standout panels. 📣 Rebecca joined leaders from Cerulli Associates, iCapital, and LPL Financial to discuss how platforms are removing friction and redefining the advisor and investor experience. 📣 Ananya shared insights alongside peers from S&P Global and BlackRock on how model portfolios continue to evolve to deliver personalization at scale. We’re grateful to Money Management Institute for fostering meaningful dialogue across the industry, and to everyone who connected, collaborated, and shared their perspectives with us.
October is Breast Cancer Awareness Month, a time to remember, support, and take action. We took time this month to walk together as a team, honoring the people in our lives impacted by cancer. We were also proud to support the Tough Warrior Princess organization, a local nonprofit that brings comfort and connection to women facing cancer. As part of our efforts, our team assembled and donated Warrior Baskets, collections of small but meaningful comfort items for women beginning or continuing treatment, reminding them they’re not alone. At Vestmark, we believe care doesn’t have to be loud to make an impact. Sometimes, it’s simply about showing up with kindness and compassion. 🩷 Learn more about how you can support Tough Warrior Princesses — whether by donating, volunteering, or sharing their mission: https://hubs.ly/Q03PB4zV0
In a new Q&A, Corey Fiedler, Vestmark’s Chief Product Officer, shares how Vestmark develops solutions that scale with client needs—from our tax-managed UMA with private assets to upcoming household rebalancing capabilities. She also dives into: — How Vestmark’s product roadmap is shaped by customer collaboration — Why prototyping with clients leads to faster innovation — The next frontier in advisor technology: unified, tax-aware, household-level management
Vestmark is proud to support the next wave of RIA growth through our new partnership with Elevation Point. As a fast-growing partner to leading independent and breakaway advisory firms, Elevation Point will leverage Vestmark’s comprehensive suite of solutions — including our UMA platform with access to private markets, Advisor as Portfolio Manager (APM) capabilities, and tax management services — to power their continued expansion. As our CEO, Karl Roessner, shared: “Vestmark has the experience a hyper-growth firm like Elevation Point needs to empower their teams to scale their services without sacrificing the personalized experience that investors expect and deserve.” This collaboration reflects our shared commitment to modernizing infrastructure, empowering advisors, and delivering exceptional client outcomes.
Last night, Vestmark was honored to attend and sponsor the Invest in Others Charitable Foundation Awards Gala, a celebration of financial professionals who go above and beyond to serve their communities. We’re proud to support the values of service, leadership, and generosity that this event represents. It’s a powerful reminder that the technology and services we deliver behind the scenes help advisors and firms create meaningful impact, both in wealth management and well beyond it. 👏 Congratulations to all this year’s nominees and winners, you inspire us all.
At Vestmark, we’re proud to give back in ways that reflect our values of education, access, and community. With the support of our IT team and summer interns, we refurbished and donated nearly 90 laptops to the Boys & Girls Club of Greater Lowell. Each device was securely wiped, reset, and prepared to help students thrive as they begin a new school year. A special thank you to our IT Team Lead, Wayne Jenness, who also serves on the Lowell City Council, for leading this initiative and helping connect our resources with a meaningful local need. We remain committed to supporting the communities where we live, work, and serve.
We got an early taste of fall at Vestmark HQ! 🍎 Our quarterly meeting brought remote and in-office teammates together at our Wakefield headquarters—a great chance to share ideas, strengthen connections, and recharge as a team. And because no fall gathering is complete without seasonal treats, Pat’s Apple Crisp & Cider Donuts food truck kept spirits high with cider, donuts, and (of course) plenty of apple crisp. Here’s to collaboration, community, and a sweet start to the season!
