About Karl Roessner

Vestmark, Inc., a leading provider of wealth management software and services, announced today a strategic relationship with Fidelity Investments to provide eligible advisors of RIAs and broker-dealers access to an open-architecture custom model portfolio platform.

Vestmark, Inc., a leading wealth management software and services provider, announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability was developed in partnership with iCapital, BlackRock, and Dynasty Financial Partners and will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs, and direct index SMAs in a single custodial account.

Vestmark, Inc., a leading wealth management software and services provider, announced today a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize Vestmark’s portfolio management and trading technology solutions across its entire business.

Lefteris Acquisition Corporation, a Boston-based special purpose acquisition corporation, announced that Jon Isaacson will assume the role of […]

Vestmark, Inc., a leading provider of wealth management software and services, today announced that it […]