Vestmark and Allspring Global Investments Partner to Expand Advisor-Built Model Portfolios

Featured image: Rob Battista, Executive Vice President, Advisory Solutions at Vestmark

WAKEFIELD, Mass.—October 28, 2026—Vestmark, Inc., (“Vestmark”), a leading provider of wealth management technology and services, and Allspring Global Investments™ (“Allspring”), a global asset management firm with $603 billion in assets under advisement*, today announced a strategic partnership to help registered investment advisors (RIAs) build and implement personalized, tax-aware model portfolios at scale while maintaining control over asset allocation and portfolio construction.

The partnership brings together Allspring’s broad range of differentiated public markets investment solutions and portfolio construction consultation with Vestmark’s technology, trading and tax-aware implementation capabilities. Advisors can incorporate Allspring’s institutional-quality, actively managed solutions alongside other investments within open-architecture portfolios. Built on Vestmark’s unified managed account (UMA) infrastructure, the offering provides access to outsourced investment management, trading, rebalancing, tax-aware transitions and ongoing tax management through Vestmark Advisory Solutions and its VAST tax-overlay solution, helping advisors simplify portfolio implementation and ongoing management.

“Advisors increasingly want greater control over portfolio construction without taking on the operational complexity that comes with implementing and managing customized portfolios at scale,” said Rob Battista, Executive Vice President, Advisory Solutions at Vestmark. “By bringing together Allspring’s investment strategies with Vestmark’s technology and operational infrastructure, advisors can maintain their investment approach while we help manage the trading, tax management and implementation behind the scenes.”

“Advisors are under pressure to deliver more sophisticated and personalized outcomes while maintaining efficiency as their businesses grow,” said Tony Svach, Allspring’s head of U.S. Intermediary Distribution. “By combining Allspring’s active investment expertise with Vestmark’s technology platform, we’re helping advisors address complex client situations their way.”

Vestmark partners with 6 of the 10 largest managed account program providers, supporting more than $2 trillion in assets, more than five million investor accounts, and more than 72,000 financial advisors**. Its enterprise platform supports UMAs, model portfolios, direct indexing, tax optimization and other personalized investment programs, providing asset managers and wealth management firms with the infrastructure to deliver investment strategies at scale.

For more information on Vestmark, visit www.vestmark.com. To learn more about Allspring, visit www.allspringglobal.com.