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

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 ...

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Quackenbush as its Chief People Officer ...

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 ...

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.

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

BERWYN, Pa. and LAS VEGAS, April 9, 2025 /PRNewswire/ -- Today, Envestnet announced at its Elevate conference in Las Vegas that it has gone live with BlackRock (NYSE: BLK) custom model portfolios ...

Envestnet provides services and tools to more than 108,000 advisors, and 16 of the top 20 U.S. banks, according to Reuters. The firm explored a sale back in 2022 but was unable to reach a deal.

Envestnet has named Chris Todd, a 55-year-old technology veteran who most recently served as CEO at UKG, as its new chief executive. As the industry's largest provider of separately managed ...

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, 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 ...