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Vestmark partners with VanEck to deliver custom model portfolios for financial advisors, with Karl Roessner and Kol Estreicher highlighting how integrated tax-aware technology and VanEck’s investment strategies enhance personalized wealth management.

December 4 2025

VanEck Launches Custom Model Portfolios for Financial Advisors, Powered by Vestmark

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Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors (RIAs), broker-dealer representatives, and other advisory professionals.

Through this collaboration, advisors will have access to VanEck’s suite of ETF, mutual fund, and thematic investment strategies within Vestmark’s open-architecture platform, which combines sophisticated overlay and tax management, tax transition tools, and direct indexing. The result is a flexible, advisor-centric solution that enables the delivery of personalized portfolios across a wide range of account types.

As part of the initiative, VanEck will subsidize implementation costs for financial advisors who want access to VanEck model portfolios, simplifying adoption and integration of these new capabilities.

“We’re honored to partner with VanEck to empower financial advisors with the technology and flexibility needed to deliver truly customized, tax-optimized portfolios,” said Karl Roessner, CEO of Vestmark. “Together, we’re enabling advisors to offer differentiated solutions that align with the increasingly personalized expectations of today’s investors.”

Advisors adopting the VanEck Custom Model Portfolio Solution will leverage Vestmark’s Unified Managed Account (UMA) platform, which integrates ETFs, mutual funds, equity and fixed income SMAs, and alternative investments within a single custodial account.

“Together with Vestmark, we’re proud to provide advisors with an intuitive, tax-aware model portfolio solution that combines VanEck’s investment expertise with Vestmark’s powerful technology infrastructure,” said Kol Estreicher, Head of RIA Channel at VanEck. “This collaboration gives advisors the tools they need to efficiently deliver tailored portfolios that reflect each client’s goals.”

Vestmark supports six of the industry’s 10 largest managed account platforms, with $1.9 trillion in assets flowing through its platform. More than 65,000 advisors supported by Vestmark technology have access to a model marketplace featuring more than 1,400 strategies.

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Karl Roessner

Vestmark

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VanEck
Vestmark | Fintech Finance

Vestmark
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