Acquisition · Adviser / wealth-management
Vestmark (including Vestmark Advisory Solutions)
Transaction overview
Status: Announced
Exact closing date not established.
Envestnet announced a definitive agreement to acquire Vestmark on September 9, 2026. Vestmark Advisory Solutions, Inc., identified by Vestmark as its registered investment adviser subsidiary, is an indirect target through the parent transaction. Closing was expected in the fourth quarter of 2026, subject to customary conditions; completion has not been established.
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 ↗
Vestmark · Published Sep 9, 2026
Envestnet announced an agreement to acquire Vestmark, including its outsourced investment management capabilities, with closing expected in the fourth quarter subject to customary conditions.
- Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B ↗
Vestmark · Published Jun 18, 2026
The dated release identifies Vestmark Advisory Solutions as Vestmark, Inc.’s registered investment adviser subsidiary; the legal disclosure names Vestmark Advisory Solutions, Inc.