Envestnet to Acquire Vestmark, Adding Trading and Tax Tools for Advisory Firms
Envestnet has signed a definitive agreement to buy Vestmark, a move aimed at strengthening its wealth-technology platform as advisors demand more advanced trading, tax, and portfolio tools. The companies announced the transaction on September 9, 2026. Financial terms were not disclosed. Closing is expected in… Read More
Read more in: Fintech | Tagged acquisition, ai, envestnet, vestmark