Disposition · Portfolio-company
Vestmark
Transaction overview
Status: Announced
Exact closing date not established.
Envestnet announced an agreement to acquire Summit-backed Vestmark on September 10, 2026. Closing was expected in the fourth quarter, subject to customary conditions; financial terms were not disclosed.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Envestnet to Acquire Vestmark, Extending Its Capabilities to Meet the Advisor Market's Growing Demand for Increasingly Sophisticated Trading and Tax Solutions ↗
Summit Partners · Published Sep 10, 2026
Envestnet announced an agreement to acquire Summit-backed Vestmark on September 10, 2026. Closing was expected in the fourth quarter, subject to customary conditions; financial terms were not disclosed.