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Overview
Envestnet supplies wealth management technology and data services to financial advisers. Its platform handles portfolio construction, reporting, billing and managed account programmes. The company also owns data aggregation infrastructure used across the industry.
News
Envestnet to Sell Yodlee to Private Equity Firm STG
Envestnet plans to sell its financial data aggregation subsidiary Yodlee to STG, a private equity firm, in a deal expected to close in Q3 2025.
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A day ahead of IMPACT 2024, Envestnet and Schwab say they will kill off mutual RIA 'pain points' and pledge continued cooperation to co-served RIAs -- even as each edges onto the other's channel turf
The big San Francisco event begins tomorrow, and co-client RIAs may harbor questions about whether the long Schwab/Envestnet cooperation will continue, as giant leadership changes are scheduled to happen at both
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DPL gets Envestnet to display its data in performance reports -- to complete Big Three that also includes Orion and Black Diamond, enabling RIAs to show -- and bill for -- annuities like asset funds
The Louisville, Ky.-based fee-based annuity distributor to 10,000 advisors from more than 3,500 RIA firms only had about 250 advisors that used Envestnet but the data may begin to grow that
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Key Takeaways From Envestnet Analyst Ratings
Envestnet (NYSE:ENV) has been analyzed by 3 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over ...
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Envestnet CEO departure sparks call for streamlining
At least one industry consultant thinks the large fintech provider has lost its "innovative spirit" since Bill Crager took over from his fellow founder in 2019.
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