July 9, 2025

The Oasis Group Releases Research Report Analyzing Wealth Platforms

The Oasis Group released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms […]
June 18, 2025

Envestnet Expands Access to Alternatives with Integrated Models and Advisor-Traded Capabilities

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced a major advancement to its alternative investment capabilities— professionally managed model portfolios with […]
January 22, 2025

Envestnet Announces Chris Todd as Chief Executive Officer Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Chris Todd as Chief Executive Officer, effective January 21, […]
July 12, 2024

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]
June 5, 2024

Envestnet Deepens Relationships With BlackRock, Fidelity, Franklin Templeton, and State Street

Envestnet a leading provider of integrated technology, data intelligence and wealth solutions, is deepening relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. Envestnet […]
January 26, 2024

Ladder And Envestnet|Moneyguide Announce Integration to Provide Advisors Access to Insurance Offerings at T3 Conference

Announced at the Technology Tools for Today (T3) Conference this week in Las Vegas, Ladder, the insurtech offering digital, flexible life insurance in minutes, announced an […]
January 23, 2024

Envestnet Launches RIA Growth Lab – A Consulting Capability Led by Industry Veteran Dani Fava at the T3 Conference

Envestnet, a leading provider of integrated wealth management solutions, is proud to announce at the Technology Tools for Today (T3) Conference taking place from January 22 […]
January 23, 2024

Experience Envestnet’s Premier Platform Through Interactive Demos, Keynotes and Sessions AT #T32024

Envestnet has changed the game in wealth management. Since launching in 1999, it has evolved into a leading provider of integrated technology, intelligent data, and wealth […]
October 4, 2022

Envestnet Launches Intelligent Financial Life™ Advisor Practice Score

Industry-first interactive assessment shows high-scoring advisors significantly outperform low-scoring peers in total client assets managed At a time when traditional financial planning has become table-stakes and […]
June 7, 2022

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Stuart DePina Steps down as President; Tony Leal named President of EnvestNet WealthTech Group Envestnet has announced organizational changes to the Envestnet financial wellness ecosystem by […]