Envestnet to Acquire Vestmark
September 9, 2026
Envestnet entered into a definitive agreement to acquire Vestmark, adding portfolio management technology, institutional-grade trading, tax-management capabilities and outsourced investment management services to its wealth technology platform. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions; financial terms were not disclosed.
- Buyers
- Envestnet
- Targets
- Vestmark
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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