Acquiring Company
Envestnet
Acquired Company
Vestmark
BerwynWakefieldInformation TechnologyFinancial ServicesInformation TechnologyDescription
Envestnet has announced a definitive agreement to acquire Vestmark, enhancing its capabilities in sophisticated trading and tax solutions. This acquisition will allow Envestnet to better serve a growing client base by integrating Vestmark's technology and expertise. Both companies aim to accelerate innovation and improve the advisor experience in wealth management.
Don't miss Envestnet's next move
Get an email the moment Envestnet makes an acquisition, hires an exec, or expands, usually minutes after it happens.
One email per event. Unsubscribe anytime.
Related People
M&A Insights
Based on deal dataFrequently asked
Who acquired Vestmark?
Vestmark was acquired by Envestnet, based in Berwyn. The deal was reported on September 9, 2026. Yodlee is a leader in open finance, data aggregation, and analytics. It provides a platform that helps financial institutions access and utilize data effectively. Envestnet is privately held and operates in Information Technology.
When did Envestnet acquire Vestmark?
Envestnet's acquisition of Vestmark was reported on September 9, 2026. Envestnet has announced a definitive agreement to acquire Vestmark, enhancing its capabilities in sophisticated trading and tax solutions. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Vestmark do?
Vestmark is a leading provider of wealth management technology and services. Founded in 2001, the company offers innovative portfolio management solutions for financial institutions and their advisors. It is privately held, operating in Information Technology, and is based in Wakefield.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.