Skills
About
Karl Roessner is a dynamic and visionary leader who’s obsessed with bringing together talented people with diverse perspectives to continuously drive the most creative product development teams in the fintech industry. Upon joining Vestmark in 2022 as CEO, he reinvented the firm from a single solution provider with a narrow focus to an innovative, multi-solution provider across wealth management, asset management, broker dealers and registered investment advisors. His commitment to empowering advisors to deliver customized guidance at scale with cutting-edge technology is well regarded by peers and the industry.
Karl Roessner
Published content
article
Often, businesses start their reinvention too late, after something has gone badly wrong.
Company details
Vestmark
Company bio
Vestmark is on a journey to change the industry’s expectation of what’s possible. For more than two decades, Vestmark has delivered innovative technology solutions to wealth managers, asset managers, broker dealers and registered investment advisors. Currently six of the top ten managed account providers utilize the firm’s technology platform. Based near Boston, the company supports over $1.6 trillion in platform assets and over 4.5 million investor accounts. Vestmark is committed to empowering advisors to deliver customized guidance at scale with cutting-edge technology. At the heart of the company’s success is a team that brings diverse perspectives to continuously drive some of the most creative product development in the industry.