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.

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.

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.

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

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 ...

Envestnet Inc.’s CEO and co-founder, Bill Crager, will be stepping down from the top position while the company’s board starts a search for a replacement, the firm announced Monday. On March 31, ...

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

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% ...