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Before summer came to a close, Vestmark employees joined forces to support students in our local community. Through a company-wide drive, our team donated new backpacks and school supplies, then volunteered their time to assemble and prepare them for delivery. The completed backpacks were donated to REACH Beyond Domestic Violence, a Massachusetts nonprofit that provides critical support to individuals and families impacted by domestic violence. These contributions will help equip elementary school students with the tools they need to begin the school year with confidence, focus, and hope. At Vestmark, we’re proud to stand behind REACH’s mission, and we’re grateful to our employees for giving back with such generosity and care.
Before summer came to a close, Vestmark employees joined forces to support students in our local community. Through a company-wide drive, our team donated new backpacks and school supplies, then volunteered their time to assemble and prepare them for delivery. The completed backpacks were donated to REACH Beyond Domestic Violence, a Massachusetts nonprofit that provides critical support to individuals and families impacted by domestic violence. These contributions will help equip elementary school students with the tools they need to begin the school year with confidence, focus, and hope. At Vestmark, we’re proud to stand behind REACH’s mission, and we’re grateful to our employees for giving back with such generosity and care.
Before summer came to a close, Vestmark employees joined forces to support students in our local community. Through a company-wide drive, our team donated new backpacks and school supplies, then volunteered their time to assemble and prepare them for delivery. The completed backpacks were donated to REACH Beyond Domestic Violence, a Massachusetts nonprofit that provides critical support to individuals and families impacted by domestic violence. These contributions will help equip elementary school students with the tools they need to begin the school year with confidence, focus, and hope. At Vestmark, we’re proud to stand behind REACH’s mission, and we’re grateful to our employees for giving back with such generosity and care.
Vestmark proudly celebrated National Intern Day by recognizing the incredible contributions of our summer interns. From day one, they've brought energy, curiosity, and a fresh perspective to every corner of Vestmark, helping us think differently, move faster, and stay curious. Their work has made a lasting impact, and it's clear they're not just part of the next generation of talent; they're already helping shape the future of our industry. Thank you to each of our interns for your dedication, insight, and enthusiasm. We're better because of your time with us, and we can't wait to see what you do next.
📣 The next evolution in personalized portfolio construction is here, powered by Vestmark and accessible via Fidelity Investments. Through a formal agreement with Fidelity Investments, Vestmark is now offering eligible RIAs and broker-dealers access to open-architecture custom model portfolios. These portfolios can include mutual funds, ETFs, SMAs, and semi-liquid interval funds—all within a single custodial account. As the first platform to integrate interval funds into a unified managed account (UMA) on Fidelity’s model platform, Vestmark is helping expand access to private market strategies while enabling tax-efficient customization at scale. Powered by our advanced UMA technology and supported by Fidelity’s institutional research, this solution helps advisors meet evolving investor needs with greater flexibility and operational ease.
Vestmark launched a tax-managed unified managed account (UMA) incorporating private assets. This solution evolves the advisor experience by providing a streamlined process for adding alternatives to a diversified portfolio. “The wealth management industry has for too long been on the precipice of UMAs fulfilling their promise of simplicity and efficiency. Today, Vestmark is fulfilling that promise,” said our CEO Karl Roessner. “We’re honored to collaborate with iCapital, BlackRock, and Dynasty Financial Partners to bring this long-awaited and truly innovative solution to fruition.” Many thanks to our collaborators and their contributions to bring this capability to the industry!
Last month, members of our team joined Habitat for Humanity to help build homes that provide stability and new beginnings for families in need. A big thank you to all our Vestmark volunteers for bringing their energy, teamwork, and dedication to this effort. Your commitment to building stronger communities reflects the values we strive to uphold every day.
Great food and even better company! We kicked off the summer with a backyard-style BBQ at Vestmark HQ. Here’s to a season of connection, collaboration, and a little fun along the way!
Vestmark was proud to once again support the Expect Miracles Foundation - Financial Services Against Cancer at Pinehills Golf Club. It’s always a privilege to come together with colleagues, clients, and industry peers to advance cancer research and support families impacted by the disease. A heartfelt thank you to the organizers and everyone who made this day both meaningful and memorable.
We’re excited to welcome 20 interns to Vestmark this summer. From engineering to operations and beyond, they’re stepping into key roles across the company and contributing to meaningful projects from day one. At Vestmark, we believe in investing in the next generation of fintech talent by offering real-world experience that supports growth and innovation for both our interns and our business. Here’s to a great summer ahead!
