FF News Logo
Monday, March 16, 2026
Fintech Meetup | FFNews

Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios

Vestmark, Inc., a leading provider of wealth management software and services, today announced a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers. Registered investment advisors (RIAs) will be able to access a flexible and customizable platform of Capital Group model portfolios, available through their preferred custodian.

Capital Group’s suite of ETF, mutual fund and SMA model solutions will now be available with Vestmark’s tax-overlay, implementation and trading services, accessible to independent advisors seeking to scale, enhance efficiency, and personalize their client services.   

“We are honored to partner with Capital Group to deliver a deeply customizable and intuitive portfolio model solution that helps advisors address the increasingly complex needs of today’s investors,” said Karl Roessner, CEO of Vestmark.

Pete Thatch, head of the Strategic Relationship Group at Capital Group, stated that, “Vestmark’s technology and services enable advisors to customize portfolios for individual client requirements. This may include integrating Capital Group’s active ETF models, which feature a selection of active ETFs intended for core portfolio positions, as well as mutual funds or SMAs.”

People In This Post

Companies In This Post

  1. EXCLUSIVE: “Freedom Calling” – Timur Turlov, Freedom Holding Corp in ‘The Paytech Magazine’ Read more
  2. Nationwide Launches Teacher Accreditation to Boost Financial Education in Schools Read more
  3. Ant International Becomes Official Sponsor of The Argentine National Football Team Read more
  4. DNERO Launches Borderless Neobank Powering the Rise of the Latino Economy Read more
  5. CV5 Capital Builds the Next Generation of Cayman Fund Infrastructure for Digital Assets Read more
Future Identity Finance x FFNews