New Custom Investment Model Options Launch for Advisors
The acquisition of Vestmark by Envestnet aims to increase portfolio customization options for clients working with advisors.
Updated on Oct. 29, 2026 in Investing
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Envestnet announced in September 2026 that it is acquiring Vestmark, a move designed to integrate advanced portfolio management and trading technology. This consolidation aims to expand the range of trading models available to broker-dealers and mid-market registered investment advisors.
Why it matters
This acquisition signals a push toward greater personalization in wealth management, allowing advisors to utilize a wider array of admin, sponsor, and advisor-traded models for their clients. By merging these platforms, the company aims to offer more customizable investment solutions to households through their financial advisors.
Envestnet has integrated custom model solutions with 10 asset management firms to increase personalization options. While the scale of these partnerships is set, the specific financial terms of the Vestmark deal are not yet public.
The players
Envestnet
A financial technology provider that supplies investment platforms and wealth management software to advisors and broker-dealers.
Vestmark
A provider of portfolio management and trading technology that supports registered investment advisors, bank trusts, and wirehouses.
The details
The acquisition integrates Vestmark portfolio management and trading technology into Envestnet’s existing infrastructure. This integration supports broker-dealers, bank trusts, and mid-market registered investment advisors, providing them with more flexible tools for managing client portfolios. By broadening the range of traded models, advisors can tailor investments more precisely to individual financial goals.
Timeline
Envestnet announced the acquisition of Vestmark in September 2026.
Custom model solutions were launched in late October 2026.
The acquisition of Vestmark is expected to close in the fourth quarter of 2026.
Money Landscape
This move is part of a broader industry shift toward personalized, advisor-led portfolio management. It reflects the ongoing consolidation of financial technology platforms as they seek to support more customized investment strategies.
If you work with an advisor who uses these platforms, you may see expanded options for custom-built or advisor-traded model portfolios in the coming year. Talk to your financial professional to understand how your specific investment strategy might be updated to include these new customization features.
The takeaway
The merger of these two technology providers aims to increase the flexibility and personalization available in professional wealth management. Review your current portfolio with a qualified financial professional to see if your advisor has access to these updated tools for your long-term goals.
Further reading
For more on managing your portfolio, visit Investing.
Source note: This article includes information reported by InvestmentNews.
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