Envestnet
ENV
Performance
About Envestnet
Envestnet provides an integrated ecosystem of wealth management technologies and data solutions designed to empower financial advisors, RIAs, asset managers, and financial institutions to deliver comprehensive financial wellness and modern wealth management. The company emphasizes tools and resources that connect clients’ daily financial lives with long-term goals, enabling scalable growth and enhanced client relationships across a range of advisory and investment operations. Headquartered in the United States, Envestnet markets its solutions to advisors and institutions seeking advanced data, analytics, and technology to support investment administration, reporting, and planning.
Recent News
AI Operating Systems, ByAllAccounts Sale and Advisor Workforce Cuts Redefine WealthTech
Reverence Capital Partners Closes $2B Osaic Recapitalization
2 Major Regional Bank Stocks to Buy on Favorable Industry Trends
TaxStatus Expands on Integration with Advice.ai
Orion Hires Yi‑Ching Wu to Steer Wealth‑tech Product and Platform Strategy
Could Bain Capital’s Perpetual Deal Lead to Larger Participation in US Wealth Management?
The PhilTech Revolution: Why Philanthropy Is the Wealth Management Industry’s Next Growth Engine
Morningstar Moves on From ByAllAccounts -- Sending It to a Startup Incubator -- 12 Years After Former CEO Joe Mansueto Invited Doubts by Paying a Premium for It After Market Already Appeared Commoditized
Fintech Bytes: Envestnet's Bill Crager Wants to Fix Tech's Disconnection Dilemma
Advisor Retainer Fees Jump 52% as Planning Models Take Hold
Iress Names Darryl Campbell-Blackwell Group CTO to Drive AI‑Powered Wealth Platform
The Key for Improving Access to Alternatives: Managed Models Within a Centralized Trading System
WealthStack Roundup: Bill Crager's iAlta Acquires Precept
Fidelity Rolls Out Private Markets Model Portfolios with Alts Education for Advisors
How Financial Advisors Track Their Clients’ Alternative Investments
Recent Deals
No recent deals for this company.