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Why the Envestnet-Vestmark Deal Matters for Advisors
By
Rob Burgess
September 10, 2026 at 01:52 PM
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What You Need To Know
- Envestnet announced that it plans to buy Vestmark in a deal expected to close later this year.
- The deal will increase capabilities on both sides, especially in terms of rebalancing, trading and tax planning.
- Experts say this is a direct challenge to Envestnet competitor Orion.
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