Check out your Company Bowl for anonymous work chats.
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!
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.
