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

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’s business supports $4.1 trillion in assets in approximately 13 million investor accounts, according to the fintech’s third quarter earnings. On top of that, Envestnet’s data ...

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.

Fintech Dynasty names former Envestnet executive as new chief technology officer By Ryan W. Neal July 29, 2021, 5:51 p.m. EDT 2 Min Read ...

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 jumps on report of takeover interest Apr. 16, 2024 2:34 PM ET Envestnet, Inc. (ENV) Stock By: Joshua Fineman, SA News Editor Khanchit Khirisutchalual/iStock via Getty Images ...

Envestnet has named Chris Todd, a 55-year-old technology veteran who most recently served as CEO at UKG, as its new chief executive. As the industry's largest provider of separately managed ...

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 ...

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology ...

Envestnet Insurance Exchange is offering a new way for financial advisors to sell annuities to clients, avoiding the hassles typically associated with selling this product.