Partnership combines Allspring's actively managed investment solutions with Vestmark’s technology and tax-aware implementation capabilities to help advisors build and manage open-architecture portfolios at scale
WAKEFIELD, MASS.—October 28, 2026—Vestmark, Inc., (“Vestmark”), a leading provider of wealth management technology and services, and Allspring Global Investments™ (“Allspring”), a global asset management firm with $603 billion in assets under advisement*, today announced a strategic partnership to help registered investment advisors (RIAs) build and implement personalized, tax-aware model portfolios at scale while maintaining control over asset allocation and portfolio construction.
The partnership brings together Allspring’s broad range of differentiated public markets investment solutions and portfolio construction consultation with Vestmark’s technology, trading and tax-aware implementation capabilities. Advisors can incorporate Allspring’s institutional-quality, actively managed solutions alongside other investments within open-architecture portfolios. Built on Vestmark’s unified managed account (UMA) infrastructure, the offering provides access to outsourced investment management, trading, rebalancing, tax-aware transitions and ongoing tax management through Vestmark Advisory Solutions and its VAST tax-overlay solution, helping advisors simplify portfolio implementation and ongoing management.
“Advisors increasingly want greater control over portfolio construction without taking on the operational complexity that comes with implementing and managing customized portfolios at scale,” said Rob Battista, Executive Vice President, Advisory Solutions at Vestmark. “By bringing together Allspring’s investment strategies with Vestmark’s technology and operational infrastructure, advisors can maintain their investment approach while we help manage the trading, tax management and implementation behind the scenes.”
“Advisors are under pressure to deliver more sophisticated and personalized outcomes while maintaining efficiency as their businesses grow,” said Tony Svach, Allspring’s head of U.S. Intermediary Distribution. “By combining Allspring’s active investment expertise with Vestmark’s technology platform, we’re helping advisors address complex client situations their way.”
Vestmark partners with 6 of the 10 largest managed account program providers, supporting more than $2 trillion in assets, more than five million investor accounts, and more than 72,000 financial advisors**. Its enterprise platform supports UMAs, model portfolios, direct indexing, tax optimization and other personalized investment programs, providing asset managers and wealth management firms with the infrastructure to deliver investment strategies at scale.
For more information on Vestmark, visit www.vestmark.com. To learn more about Allspring, visit www.allspringglobal.com.
*As of September 30, 2026. Figures include discretionary and non-discretionary assets.
**Vestmark stats as of June 30, 2026.
For 25 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $2 trillion in assets and 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
vestmark@streetcredpr.com
Rob Farmer
415-377-3293
rob@streetcredpr.com
Adam Redling
440-773-9299
adam@streetcredpr.com
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. With more than $603 billion in assets under advisement*, 18 offices globally, and investment teams supported by 370 investment professionals, Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit www.allspringglobal.com.
Melissa Murphy
804-396-6440
melissa.murphy@allspringglobal.com
Partnership combines Allspring's actively managed investment solutions with Vestmark’s technology and tax-aware implementation capabilities to help advisors build and manage open-architecture portfolios at scale
WAKEFIELD, MASS.—October 28, 2026—Vestmark, Inc., (“Vestmark”), a leading provider of wealth management technology and services, and Allspring Global Investments™ (“Allspring”), a global asset management firm with $603 billion in assets under advisement*, today announced a strategic partnership to help registered investment advisors (RIAs) build and implement personalized, tax-aware model portfolios at scale while maintaining control over asset allocation and portfolio construction.
The partnership brings together Allspring’s broad range of differentiated public markets investment solutions and portfolio construction consultation with Vestmark’s technology, trading and tax-aware implementation capabilities. Advisors can incorporate Allspring’s institutional-quality, actively managed solutions alongside other investments within open-architecture portfolios. Built on Vestmark’s unified managed account (UMA) infrastructure, the offering provides access to outsourced investment management, trading, rebalancing, tax-aware transitions and ongoing tax management through Vestmark Advisory Solutions and its VAST tax-overlay solution, helping advisors simplify portfolio implementation and ongoing management.
“Advisors increasingly want greater control over portfolio construction without taking on the operational complexity that comes with implementing and managing customized portfolios at scale,” said Rob Battista, Executive Vice President, Advisory Solutions at Vestmark. “By bringing together Allspring’s investment strategies with Vestmark’s technology and operational infrastructure, advisors can maintain their investment approach while we help manage the trading, tax management and implementation behind the scenes.”
“Advisors are under pressure to deliver more sophisticated and personalized outcomes while maintaining efficiency as their businesses grow,” said Tony Svach, Allspring’s head of U.S. Intermediary Distribution. “By combining Allspring’s active investment expertise with Vestmark’s technology platform, we’re helping advisors address complex client situations their way.”
Vestmark partners with 6 of the 10 largest managed account program providers, supporting more than $2 trillion in assets, more than five million investor accounts, and more than 72,000 financial advisors**. Its enterprise platform supports UMAs, model portfolios, direct indexing, tax optimization and other personalized investment programs, providing asset managers and wealth management firms with the infrastructure to deliver investment strategies at scale.
For more information on Vestmark, visit www.vestmark.com. To learn more about Allspring, visit www.allspringglobal.com.
*As of September 30, 2026. Figures include discretionary and non-discretionary assets.
**Vestmark stats as of June 30, 2026.
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For 25 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $2 trillion in assets and 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
vestmark@streetcredpr.com
Rob Farmer
415-377-3293
rob@streetcredpr.com
Adam Redling
440-773-9299
adam@streetcredpr.com
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. With more than $603 billion in assets under advisement*, 18 offices globally, and investment teams supported by 370 investment professionals, Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit www.allspringglobal.com.
Melissa Murphy
804-396-6440
melissa.murphy@allspringglobal.com