Vestmark
Portfolio management, trading and tax-overlay technology, being bought by Envestnet.
vestmark.comVestmark provides portfolio management and trading technology, tax overlay, unified managed accounts, direct indexing and outsourced trading. Its site also lists an advisor suite and a model marketplace.
Envestnet announced on September 9, 2026 that it will acquire Vestmark, with closing expected in the fourth quarter. Vestmark is currently a Summit Partners portfolio company.
What it does
- Portfolio management
- Trading
- Tax overlay
- Unified managed accounts
- Direct indexing
- Outsourced trading
Coverage
- Vestmark, Allspring team up on advisor-built model portfolios
InvestmentNews, Oct 29
- Envestnet eyes RIA benefits of Vestmark deal
InvestmentNews, Oct 29
- Vestmark and Allspring partner to expand advisor-built model portfolios
Financial ADVSR, Oct 28
- Investment Roundup: Vestmark, Allspring, WisdomTree, Returned Stacked ETFs, Quoros Expand Model Portfolio Options
WealthManagement.com, Oct 28
Others in Portfolio management
All Portfolio management vendors- 55ipJ.P. Morgan Asset Management's tax-smart investing and portfolio engine.
- SmartleafProgrammatic platform for tax-managed rebalancing and direct indexing.
- AdvisorEngineWealth platform with CRM, onboarding, portfolio management and billing.
- AdvyzonAll-in-one adviser platform for reporting, billing, CRM and rebalancing.
- CapitectPerformance reporting, billing and rebalancing platform for advisers.
- d1g1tToronto-based wealth platform with reporting, analytics, billing and rebalancing.