List of BlackRock Model Portfolio Customers
New York, 10055, NY,
United States
Since 2010, our global team of researchers has been studying BlackRock Model Portfolio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased BlackRock Model Portfolio for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using BlackRock Model Portfolio for Portfolio and Investment Management include: Envestnet, a United States based Professional Services organisation with 3200 employees and revenues of $1.36 billion, Webull Financial, a United States based Professional Services organisation with 349 employees and revenues of $55.0 million, Vestmark, Inc., a United States based Media organisation with 150 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using BlackRock Model Portfolio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The BlackRock Model Portfolio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Envestnet | Professional Services | 3200 | $1.4B | United States | BlackRock | BlackRock Model Portfolio | Portfolio and Investment Management | 2025 | n/a |
In 2025, Envestnet went live with BlackRock Model Portfolio on its UMA managed account platform to give U.S. registered investment advisors streamlined access to BlackRock’s custom model portfolios. This Portfolio and Investment Management implementation embeds BlackRock portfolio design into Envestnet’s managed-account workflows within the wealth management process area, and includes planned allocations to private markets and alternatives.
The deployment centers on delivering BlackRock Model Portfolio capabilities for model provisioning, portfolio design consumption, and advisor access controls within Envestnet’s UMA managed account architecture. Operational scope covers U.S. advisors and the wealth management function, with governance and workflow adjustments focused on enabling greater customization and access to institutional-quality strategies for RIAs.
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Vestmark, Inc. | Media | 150 | $20M | United States | BlackRock | BlackRock Model Portfolio | Portfolio and Investment Management | 2024 | n/a |
In 2024, Vestmark, Inc. announced a commercial partnership to offer BlackRock Model Portfolio through its VAST/Manager Marketplace, integrating the application into its Portfolio and Investment Management environment for U.S. wealth and advisor clients. The work centers on provisioning both BlackRock standard and RIA custom model portfolios inside Vestmark’s advisor-facing marketplace, positioning BlackRock Model Portfolio as a managed model source accessible from within Vestmark’s platform.
The implementation integrates model delivery with Vestmark’s tax-management and unified managed account UMA capabilities, enabling model provisioning that supports tax-aware personalization at the account level. Functional components implemented include model cataloging and versioning, mapping of model sleeves to UMA structures, and personalization rules that apply tax-management signals to model allocations, consistent with Portfolio and Investment Management workflows.
Integrations are built through the VAST/Manager Marketplace layer, linking BlackRock Model Portfolio feeds into Vestmark’s model distribution pipeline and advisor deployment workflows. The operational scope is U.S.-based advisors and RIA channels on the Vestmark platform, with the integration intended to surface BlackRock-managed models directly in advisor portfolio construction and ongoing model refresh processes.
Governance is handled via marketplace provisioning and model governance controls embedded in Vestmark’s distribution model, supporting compliance review and advisor opt-in workflows. The BlackRock Model Portfolio integration enables advisors to deploy BlackRock-managed models with tax-aware personalization at scale, while keeping model delivery, tax-management, and UMA orchestration consolidated within Vestmark’s Portfolio and Investment Management layer.
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Webull Financial | Professional Services | 349 | $55M | United States | BlackRock | BlackRock Model Portfolio | Portfolio and Investment Management | 2025 | n/a |
In 2025, Webull Financial integrated BlackRock Model Portfolio into its Webull Advisors offering. The BlackRock Model Portfolio deployment is a Portfolio and Investment Management implementation focused on wealth and advisory portfolio management for U.S. retail investors.
The implementation established professionally managed, risk-aligned model portfolios accessible through the Webull app. Functional capabilities implemented align with Portfolio and Investment Management workflows and include model portfolio construction, professional asset allocation, automated portfolio management workflows such as scheduled rebalancing and risk alignment, and client-facing enrollment flows within advisory product lines.
Operational coverage is the United States, with the scope centered on advisory business functions that provide automated portfolio options to retail advisor clients via Webull Advisors. The BlackRock Model Portfolio is surfaced through the Webull app, which serves as the client access and execution interface for professionally managed models.
Governance and rollout were executed through existing product and advisory channels and delivered as an expansion of advisory services to retail users. This integration links Webull Financial, BlackRock Model Portfolio, Portfolio and Investment Management, and advisory and automated portfolio management business functions.
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