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https://dynastyfinancialpartners.com

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Vestmark UMA Private Assets solution with iCapital, BlackRock, and Dynasty

Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA

July 18 2025

Vestmark, Inc., a leading wealth management software and services provider, announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability was developed in partnership with iCapital, BlackRock, and Dynasty Financial Partners and will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs, and direct index SMAs in a single custodial account.

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