@Vestmark

For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.

 Wakefield, MA
vestmark.com
Joined December 2009
  • Tweets4.4K
  • Following729
  • Followers759
2KMedia
Vestmark retweeted
Heroku
@herokuJan 23
AI is a huge asset for junior developers, as @APIguy sees it. Hear how @Vestmark is using Ruby and AI agents to support its team on the latest episode of the Code[ish] podcast.
1
1
2
846
Plant and pivot: The challenge and opportunity of reinvention fastco.expert/4jjQT9A Written by Karl Roessner of @Vestmark

Plant and pivot: The challenge and opportunity of reinvention

Often, businesses start their reinvention too late, after something has gone badly wrong.

fastcompany.com
1
1
52
We’re proud to announce David Gordon, SVP of Direct Indexing at @Vestmark will be speaking at the RIA Lab on June 1st! Join us for this free, virtual event and earn 1 CE credit!   Register now: buff.ly/3W5jxkh   #INRIALabs #RIAs #investmentstrategy #directindexing
2
884
🎞️ There are always some amazing #job opportunities at @Vestmark.  Tim Gourley, Director of Talent Acquisition shares an inside look at their interview process, what they look for in candidates, and why Vestmark should be on a job seeker's radar. venturefizz.com/videos/how-t…
1
285
.@Vestmark SVP Rob Battista joins @JillMalandrino on @Nasdaq #TradeTalks to discuss how investors are using mutuals funds, ETFs and SMAs, as well as the future of personalized investing strategies. xitter.cf/i/broadcasts/1YqKDoXbv…
2
4
290
First-time engineering leader? If so, listen up, because engineering managers from @ToastTab, @iZotopeInc, @Vestmark, and more have advice you need to hear. ow.ly/3MEN50Gmmxo
1
1
Telling someone they did a great job doesn't mean you're giving meaningful feedback. People team leaders from @getBevi, @Vestmark and @NexthinkNews explain the difference — and how to do better. ow.ly/7L3i50GhmCa

Simple Tips for Giving More Meaningful Positive Feedback | Built In Boston

It’s not possible to build a career on “thank-yous” and “good jobs” alone. Letting people know they did good work is important, but for feedback to truly be meaningful and contribute to an employee’s...

builtinboston.com
1
1
In a planned transition, @Vestmark CEO John Lunny is stepping down, and Chief Technology Officer Michael Blundin, who has been with the firm since 2004, will replace him. spr.ly/6018yfhs0
1
4
Congratulations @Vestmark, winner of the TECHNOLOGY PROVIDERS: Unified Systems category of the 2021 Wealth Management Industry Awards. #WMIA21 #Wealthies
2
1
4
2021 Best of the Best, @Vestmark: spr.ly/6018yId6k #WMIA21 #Wealthies
wealthies circle

ALT wealthies circle

1
1
For the second year in a row we’ve grown our AUM by over 60%. Read what our president Barrett Ayers has to say about our continued growth: ow.ly/AeCf50DCElv
1
It may be time to revisit the platform or manual process your team is currently using to complete these essential year-end tasks, writes @Vestmark's Lauren Yeaton Hunt. spr.ly/6015HKRvz
2
1
SHOUT OUT @Vestmark!! BEST IN THIRD-PARTY TECHNOLOGY AND IN OUR HEARTS!
1
1
Thank you to @Vestmark for supporting our #GearUpforWinter initiative with a gift, allowing us to continue making sure children stay safe and warm, at home and at play, all winter long. 💜
1
2
Russell Investments Selects @Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays ow.ly/mJnl30r3Cos #FinTech #Tech #Technology #finance
1
Join our free webcast June 23rd at 4 pm as tech experts from @F2_Strategy, @AssetMark, & @Vestmark discuss the COVID-19 impact on advisory firms and their tech partners and what broker dealer & RIA firms can do to future-proof their tech platforms. bit.ly/2CgSSMA
2
2
I’m trying something new: Listen to an audio burst from our #ItzOnWealthTech #Podcast Ep. 51: The Future of #ManagedAccounts after #COVID19 w/ @EricRClarke @orionadvisor & John Lunny @Vestmark #advisors search.audioburst.com/burst/…
2
7
#COVID19 will speed consolidation in #financialservices as firms need scale to survive — these leaders will be a key part of that future — Register Now! @alvinfoo @efipm @MichaelKitces @HeinzVHoenen us02web.zoom.us/webinar/regi…
1
1
4
Replying to @Vestmark
@Vestmark Named to Second Annual WealthTech100 Listing ow.ly/HSrA30qElTO #FinTech #Tech #Technology #finance
1
Boston companies @datawireio, @teamwork and @Vestmark share how to keep remote workforces feeling engaged and productive. ow.ly/bFao50zsbfi
2
1
2
Load more