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

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence. By establishing the connections between people's daily financial ...

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence. By establishing the connections between people's daily financial ...

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.

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

Envestnet Inc., arguably the largest collector of financial information in the country, is betting its vast vast pool of big data can reshape how advisers serve their future clients.

Envestnet CEO Bill Crager spoke at a December 2019 event. The Chicago-based firm provides technology powering more than 108,000 financial advisors' practices. Even though it’s adding tens of ...

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.

PROVIDENCE, R.I., July 15, 2025 /PRNewswire/ -- Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors ...

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 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% ...