DFX Intelligence
Vestmark
Venture-backed companyvestmark.com
Discover Vestmark’s wealthtech platform. Power growth with scalable portfolio tools, tax-aware investing, advisor enablement, and outsourced services.
As of · the latest observation of this company; each round carries its own date
- Rounds on record
- 0
As of · the latest observation of this company; each round carries its own date
What matters now
- Private equityoutcome
Majority investment by Reverence Capital Partners (Sep 9, 2026).
A later owner ends or changes the venture chapter: new decision makers, new lenders, returns for the investors on record.
Factthe private equity graph (sponsor portfolio and deal records)For Investors, acquirers, lenders, service providersOwnership and outcomes → - 1 investornamed
1 investor on record.
The investors already on the cap table shape who leads the next round.
Drawing the relationship network…
Facts
- Year of incorporation
- unknown
- Revenue range (Form D)
- unknown
- Rounds on record
- 0
- Disclosed raised
- unknownsum of rounds with a disclosed amount only
- Named investors
- 1
Financing history
0 rounds
No dated round yet.
Investors on record
1 edge
- Savano Direct Capital Partners, LLC portfolio listing Fact savanocapital.com
Ownership and outcomesHow these are wordedA company a buyout or growth firm lists on its own site is “listed in the portfolio of”, never “acquired by”. A date prints only when a deal record gives one; otherwise the row says when DFX first saw it.
1 on record, from the private equity graph and exit reports
- Majority investment by Reverence Capital Partners“Envestnet, a leading Adaptive WealthTech company serving more than a third of all advisors across all its platforms and $8 trillion in platform assets, today announced a definitive agreement to acquir”
Credit relationshipsHow a loan is matchedA BDC reports its loans by borrower name. A position shows here only when the match passed a precision gate (a hand-labelled sample was 29 of 30 correct); the tier and confidence are printed on each row. Amounts are the lender’s reported position, never a round.
none on record
No lender position matched to this company.
People
0 officers, 0 directors
No officer or director on record.
Timeline
0 events
No dated event on record.
Evidence
5 observations
Every observation on this company
- Description: Sep 17, 2026 Fact Company website
- Listed on portfolio page: Savano Direct Capital Partners, LLC Sep 16, 2026 Fact Firm website
- Listed on portfolio page: Savano Direct Capital Partners, LLC Sep 13, 2026 Fact Firm website
- Website status: ok Sep 17, 2026 Fact Company website
- Site title: Sep 17, 2026 Fact Company website
Relationships across DFX
on 1 other DFX graph
Across the graphs
Vestmark is the same institution as 1 record in Private Equity.
Private Equity1
The joined record opens with the product, beside every other relationship on this page.
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