Vestmark

A great behind-the-scenes look at Vestmark from CTO Freedom Dumlao, thanks to VentureFizz! Freedom shares how we’re using AI to automate key workflows, surface better insights for advisors, and simplify how portfolios are managed at scale. If you’re exploring opportunities in wealth tech or want to learn more about what we’re building, take a look. https://lnkd.in/eCUb892s #MakeYourMark #Hiring

Equities and mutual funds were just the beginning. Today’s wealth landscape includes SMAs, UMAs, options, private markets, and rising client expectations. So ask yourself: Is your platform built for where the industry is headed? In this video, our Chief Product Officer, Corey Fiedler, shares how Vestmark partners with clients to stay ahead of market evolution, continuously enhancing our platform with the scale and resiliency firms need to support what’s next. 📣 Future-proofing isn’t about reacting — it's about adapting Discover how RIAs are future-proofing their investment platform with Vestmark: https://lnkd.in/eRW-TUFC #WealthManagement #FutureReady

We’re proud to see our CEO, Karl Roessner, join Invest in Others' Board of Directors. Invest in Others brings critical visibility to the ways financial professionals give back, highlighting the meaningful impact happening in communities across the country. Karl joins a respected group of leaders helping shape the organization’s future, and we’re excited to see his contributions support that mission. Congratulations to Karl and to the full 2026 Board and Leadership Council. #CommunityImpact #InvestInOthers

Meet the Vestmark Advisor Assistant, built with RIAs top of mind. Independent firms run lean. Every minute spent navigating systems or tracking down information is time away from clients. Built to seamlessly integrate into the flow of an advisor's day, Advisor Assistant helps simplify common tasks, surface key information, and streamline workflows all within the Vestmark platform. Explore how Advisor Assistant can help your firm run smarter: https://lnkd.in/edg6f7hJ #RIA #AdvisorTech

We’re at the 2026 NewEdge National Partner Conference and the energy has been strong from the start! Our team is spending the week speaking to advisors and home office leaders about what growth actually looks like in today’s environment. If you’re at NewEdge, let’s connect. Drop us a message or stop by to meet the Vestmark team. #NationalPartnerConference #WealthManagement NewEdge Wealth NewEdge Capital Group

Vestmark is proud to be sponsoring iCapital Connect next week — a valuable opportunity for our team to focus on big-picture strategy. We’re looking forward to engaging discussions about the future of the wealth management industry, reconnecting with familiar faces, and building new relationships that drive our business forward. If you’re attending, DM us or let us know in the comments below – let's connect in Phoenix! #iCapitalConnect2026 #WealthManagement

We had a great time at Future Proof Citywide in Miami Beach! The energy was high, the conversations were sharp, and it was clear the future of wealth management is taking shape in spaces like this. If you were there, we’d love to keep the conversation going. Comment below or send us a DM to connect with the Vestmark team. #FutureProof #WealthManagement #AdvisorTechnology

Asset managers want more visibility and less friction. Standing out as an asset manager means more than building a great model, it means making it easy to access, adopt, and act on. The newly enhanced Vestmark Model Marketplace gives you greater control, transparency, and reach without adding more blockers. From real-time data to self-service tools, it’s never been easier to distribute your strategies and differentiate in a crowded market. Ready to expand your reach? Follow the link below to explore our solutions for asset managers or schedule a conversation with our team. https://hubs.ly/Q046HXz00 #ModelMarketplace #InvestmentStrategies #AdvisorDistribution

Partnership drives progress. 🤝 Vestmark will be attending the NewEdge Capital Group National Partner Conference, joining peers and partners for focused conversations on collaboration, growth, and delivering greater value across the wealth management ecosystem. As expectations rise across wealth management, synergy between platforms, asset managers, and program sponsors has never mattered more. This event is an opportunity to align, exchange ideas, and explore how we can create more value together. If you’ll be there, we look forward to connecting and continuing the dialogue. #NationalPartnerConference #WealthManagement #IndustryLeadership

Will we see you at MMI Summit next week? We’re looking forward to meaningful conversations with leaders across wealth management as the industry navigates rising expectations around customization, scale, and advisor productivity. The Vestmark team will be on site throughout the week. If you'll be there, comment below or DM us to connect! #MMISummit #WealthManagement #IndustryLeadership Money Management Institute