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Vestmark Wins in Innovative Solution Category at WealthBriefing WealthTech Americas Awards 2024

Vestmark recognized for trailblazing solution VAST™, servicing, Broker-Dealer, Bank Wealth, Independent RIA, TAMP, and Asset Management firms

WAKEFIELD, Mass. – February 22, 2024 – Vestmark, Inc., a leading provider of wealth management software and services, won the WealthBriefing WealthTech Americas Award for Innovative Solution, presented to a technology company whose offering to the U.S. wealth management market is viewed as challenging the status quo. The recognition comes after Vestmark received several awards in 2023 for VAST and other pioneering innovations.

“VAST enables financial advisors to create personalized portfolios at scale, inclusive of tax transition and ongoing tax management. This frees advisors up to focus on the important task of managing client relationships,” said Vestmark CEO Karl Roessner. “There has never been a more exciting time to serve the needs of advisors and their clients. This award honors us all, and on behalf of our team, I am truly grateful to WealthBriefing and the panel of judges.”

The recognition from WealthBriefing is a testament to Vestmark’s continued leadership in the rapidly evolving wealthtech landscape. Award judges commended the hard work and dedication of the Vestmark team that has brought to market a solution that tailors diversified portfolios to individual client preferences and tax circumstances.

VAST is built on the foundation of the VestmarkONE® platform, a scalable, powerful and real-time solution that simplifies the construction and management of highly tailored portfolios. It provides flexibility for wealth and asset management enterprises to create unique portfolio solutions based on their own product design principles.

As the financial and investment landscape continues to evolve, Vestmark remains at the forefront of innovation, delivering solutions that empower advisors and democratize access to personalized investment strategies. The company's success at the WealthBriefing WealthTech Americas Awards 2024 is a testament to its unwavering commitment to excellence and its ongoing dedication to elevating the wealth management industry. For a complete list of winners, please visit: clearviewpublishing.com/events/the-third-annual-wealthbriefing-wealthtech-americas-awards-2024

The 2024 WealthTech Americas Awards are designed to recognize outstanding organizations, with winners selected according to their “demonstrated innovation and excellence during the last year.” The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. Vestmark was ranked among 25 firms and did not pay to be considered for the award.

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©2024 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.