other

Vestmark

Hiring · 4 open roles →

CRD: 221518

In network coverage since August 24, 2026 · 16+ stories

5Deals on our tracker

Deal recordFull tracker →

Sep 8, 26Deal announcedEnvestnet · — coverage

Sep 8, 26Deal announcedBain Capital · Envestnet — coverage

Sep 8, 26Deal announcedEnvestnet — coverage

Sep 8, 26Deal announcedBain Capital · Envestnet · $1B — coverage

Network coverage

Practice management

Envestnet's Vestmark deal promises advisors no forced platform migrations

The purchase, estimated by analysts at $500 million to $1 billion, arrives six days after Envestnet pledged $1 billion to rebuild the platform advisors already use.

RIA · Oct 5Morningstar survey: 40% of advisors offer private markets as optimism falls

RIA · Sep 28Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

Deals & PE · Sep 16The AI-wealth premium moves from the model to the pipes

Deals & PE · Sep 15The premium has moved from the book to the gatekeeper

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

The Close · Sep 10Private markets need a yardstick, and Nasdaq bought one

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

M&A · Sep 10Envestnet's Vestmark price is a retention hedge

The Advisor's Note · Sep 10A zero-fee custody pitch turns due diligence upside down

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

Practice management · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software

Practice management · Aug 24Alts tools move into the everyday advisor workflow

Products & portfolios · Aug 24The 60/40's bond sleeve is no longer automatic ballast

Your firm & industry

Investments

Clients & planning

Data & tools

Alternatives by asset class

Vestmark

Envestnet's Vestmark deal promises advisors no forced platform migrations