The Vestmark platform offers Registered Investment Advisors access to highly customizable model portfolios that may include ETFs and mutual funds, equity and fixed income SMAs, all within a singular custodial account

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.”

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 with more than 1,600 strategies.

About Vestmark

For more than 20 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 more than $1.9 trillion in assets and 4.5 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.

Disclosure

©2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.

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