The wealth management technology firm Envestnet will soon offer loans through a new partnership with the fintech Advisor Credit Exchange. It will give advisers using Envestnet’s platform a way to ...

Is Envestnet’s greatest strength also its greatest weakness? At first glance, the market dominance of the 19-year old company, on the eve of its annual conference in New Orleans, appears ...

The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in ...

Is Envestnet’s greatest strength also its greatest weakness? At first glance, the market dominance of the 19-year-old company, as it kicks off its annual conference in New Orleans, appears ...

Envestnet’s business supports $4.1 trillion in assets in approximately 13 million investor accounts, according to the fintech’s third quarter earnings. On top of that, Envestnet’s data ...

Envestnet CEO departure sparks call for streamlining By Dan Shaw January 08, 2024, 4:21 p.m. EST 4 Min Read ...

Envestnet has been up for sale since Jud Bergman, the company’s cofounder and CEO, died in a car crash in October 2019. Envestnet then promoted Bill Crager, cofounder and president, to CEO.

February 20, 2025 Blog 6 min read The Evolution of Model Portfolios: A Deep Dive with Envestnet Is there a major shift on the model portfolio horizon? Ling-Wei Hew of Envestnet shared her thoughts.

Envestnet jumps on report of takeover interest Apr. 16, 2024 2:34 PM ET Envestnet, Inc. (ENV) Stock By: Joshua Fineman, SA News Editor Khanchit Khirisutchalual/iStock via Getty Images ...

(Reuters) -Private equity firm Bain Capital is nearing a deal to acquire Envestnet, a U.S. financial software vendor with a market value of about $3.5 billion, people familiar with the matter said ...

Envestnet, Inc.’s ENV shares have gained an impressive 13.5% in the past month, outperforming the 3.9% rally of the industry it belongs to and the 5.1% rise of the Zacks S&P 500 composite. ENV ...

Envestnet Insurance Exchange is offering a new way for financial advisors to sell annuities to clients, avoiding the hassles typically associated with selling this product.