Transaction · Wealthtech · 2026

ENVESTNET acquires VESTMARK

Envestnet acquired Vestmark on September 9, 2026.

Target
Vestmark
Acquirer
Envestnet
Announced
September 9, 2026
Sub-sector
Wealthtech

Transaction overview

  • Envestnet announced the acquisition of Vestmark on September 9, 2026.

Strategic rationale

Envestnet acquires Vestmark to add trading and tax capabilities for wealth advisors.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
September 9, 2026
Acquirer
Envestnet (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/envestnet-to-acquire-vestmark-extending-its-capabilities-to-meet-the-advisor-markets-growing-demand-for-increasingly-sophisticated-trading-and-tax-solutions-302874034.html