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Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute

Wakefield, MA - Apr 5, 2012 - Vestmark, a leading innovator of advisory solutions and wealth management technology, was named a finalist by the Money Management Institute in three industry leadership categories. Since 1997, the Money Management Institute (MMI) has been the leading voice for the global financial services organizations that provide advice and professionally-managed advisory solutions to individual and institutional investors.

Vestmark was named a finalist for Advisory Solutions Service Provider of the Year and Advisory Solutions Technology Innovation of the Year. In addition, Vestmark's Chief Technology Officer Heeren Pathak was named a finalist for the Advisory Solutions All-Star Achiever Award.

"We are delighted to have our company, platform and CTO recognized by the MMI membership," said John Lunny, CEO of Vestmark. "Vestmark continues to grow rapidly and increase market share in the advisory solutions industry, and we intend to expand our competitive advantages by continually reinvesting in our technology, client support, and our people."

"Being named a finalist for the 2012 All-Star Achiever Award is a great honor," said Heeren Pathak. "As an organization, Vestmark recognizes the value to our industry in actively defining and promoting best practices and communication standards as defined by the MMI. We look forward to continuing these efforts so that our industry can continue to improve the advisory solutions available to individual and institutional investors."

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About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

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