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

Envestnet posted total revenue of $312.4 million in the second quarter of 2023, down 2% year over year from $318.9 million, and 0.85% lower than Zacks Equity Research consensus estimates.

Despite several years of record-setting consolidation, the independent registered investment adviser space remains a highly-fragmented and diverse industry. With that in mind, Envestnet has ...

The acquisition engine at Envestnet keeps on chugging away. The Chicago-based technology firm picked up Prudential’s wealth management solutions division in a $30 million transaction on Friday.

Reported by Rebecca Moore An announcement said PlanHorizon is a fully integrated time-segmented distribution strategy on the Envestnet platform developed to bridge the gap from wealth accumulation to ...

Why Envestnet may be your next custodian By Sean Allocca September 30, 2019, 12:26 p.m. EDT 5 Min Read ...

Envestnet PMC’s due diligence team helps advisors make data-backed investment decisions. With Direct, they have a complete suite of portfolio analysis tools.

“This latest round of enhancements to the Envestnet platform delivers more meaningful and powerful functionality for our users and their clients,” says Blake Wood, senior vice president, director of ...

Envestnet already sees glimpses of those better outcomes, citing the RIA channel offerings at the company. Adoption of Envestnet’s end-client portal among RIAs, he reported, has risen from 10% ...

Envestnet | Tamarac decided to focus on administrative improvements, as its developers got to work on the tool purchased from Schwab.