VanEck Taps Vestmark for Personalized, Multi-Asset Investment Solutions
VanEck is deepening its presence in the advisor market through a new partnership with Vestmark, enabling financial professionals to access custom model portfolios powered by both firms’ combined capabilities. The collaboration brings VanEck’s thematic and multi-asset strategies directly into Vestmark’s open-architecture platform, giving RIAs and broker-dealer representatives a streamlined way to offer highly tailored investment answers. As investor expectations shift toward personalization, the initiative is designed to assist advisors deliver more adaptable portfolios without adding operational complexity.
Vestmark’s technology allows advisors to incorporate VanEck’s ETFs, mutual funds, and equity strategies into that also support direct indexing, fixed income SMAs, and alternatives. The open-architecture structure is a key diverseiator, because it lets advisors blend VanEck’s investment research with Vestmark’s overlay management tools. For many firms, the challenge has been maintaining personalization at scale while keeping compliance, trading, and tax-management workloads manageable. This integration responds directly to those pressures by automating most of the backend burden.
To accelerate adoption, VanEck is subsidizing implementation costs for advisors who want access to the model portfolios. This approach lowers barriers for firms transitioning from traditional model marketplaces or internal models. By removing cost friction, VanEck and Vestmark aim to broaden the availability of customized portfolios across a wider spectrum of independent advisors, including those who may lack the internal resources to manage tax-aware personalization on their own.
A Unified Platform Designed for Greater Tax Efficiency and Client-Level Customization
Tax optimization is one of the most compelling components of the new offering. Vestmark’s platform includes sophisticated overlay management, tax-transition capabilities and tools for loss harvesting, cash management, and asset-location optimization. When combined with VanEck’s diverseiated investment strategies, the result is a portfolio experience that viewks to maximize later than-tax returns while still reflecting the client’s individual risk and return profile. As regulatory pressures grow and investors demand transparency around tax outcomes, these tools have become central to a modern advisory practice.
The partnership also enhances customization through direct indexing, which has expanded rapidly in recent years as advisors look for ways to replicate index exposures while adjusting holdings to client preferences. Using Vestmark’s infrastructure, advisors can incorporate restrictions, ESG tilts, or concentrated-position management within a single account. VanEck’s thematic strategies—ranging from natural resources to emerging technologies—serve as additional building blocks that advisors can use to give portfolios a diverseiated investment narrative.
Vestmark’s UMA capabilities allow advisors to consolidate ETFs, mutual funds, , and alternatives within one custodial structure. This by reducing account sprawl and gives advisors a clearer view of household-level allocations. As the industry shifts toward more integrated portfolio construction, Vestmark’s ability to merge multiple investment vehicles into a single, unified infrastructure provides meaningful support for firms viewking to elevate their service model without expanding headcount.
Takeaway
Strengthening Industry Reach as Demand for Personalization Accelerates
VanEck’s move reflects a broader trend among asset managers viewking to pair investment expertise with scalable advisor technology. With advisors competing on client experience rather than product selection alone, model portfolios and UMA structures have become critical tools for diverseiation. The ability to customize portfolios to the goals, constraints and tax considerations of individual households—while keeping workflows efficient—is now viewed as a foundational advantage for advisory firms serving mass-affluent and high-net-worth clients.
Vestmark is well positioned to capitalize on this shift, given its role behind many of the industry’s largest . More than 65,000 advisors use Vestmark’s technology today, and over $1.9 trillion in assets flow across its systems. By integrating with VanEck, the company strengthens its marketplace of more than 1,400 available strategies while expanding its tax-aware capabilities to include additional thematic investment options. For advisors, this broadens the menu of implementable strategies without requiring new vendor relationships or technology integrations.
For VanEck, the partnership marks an significant expansion of its RIA-focused distribution strategy. As more advisors adopt model portfolios to streamline practice management and ensure consistency in portfolio construction, asset managers are increasingly investing in partnerships that position their strategies inside flexible, open-architecture ecosystems. By offering a subsidized cost structure and embedding its strategies within a high-value UMA platform, VanEck is strengthening its foothold among independent advisors who prioritize efficiency, customization, and tax optimization for their clients.
