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Wealthtech platform Envestnet to acquire Vestmark
Envestnet, a wealthtech platform, announced its acquisition of Vestmark, a portfolio management technology firm, as part of ongoing consolidation in the wealth management software industry.
Sep 17, 2026
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Envestnet released interface updates to its Wealth Management Platform—including an interactive dashboard, UMP configuration tools, and expanded widget library—as its third technology release of 2026, positioning them as foundational for an 'AI-First Advisor Experience'.
Sep 15, 2026
Envestnet's Tamarac Platform Sharpens Advisor Reporting and Deepens CRM Integration, as Part of R3 Enhancements
Envestnet released the third iteration of its R3 technology enhancements for the Tamarac platform, focusing on improved advisor reporting tools, client portal streamlining, and direct integration of trading data into the CRM.
Sep 15, 2026
Envestnet to acquire Vestmark
Envestnet, a major WealthTech platform with $8 trillion in assets under administration, has entered a definitive agreement to acquire Vestmark, a portfolio management and institutional trading technology provider serving large wealth firms.
Sep 15, 2026