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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
person● Verified · SEC records

Seth Stuart

In PWD coverage since September 10, 2026 · 3 stories
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currentIACITIGROUP GLOBAL MARKETS INC.
PWD coverage
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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.
M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional
practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation
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