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BERWYN, PA — Envestnet has appointed Sue Quackenbush as Chief People Officer (CPO), effective July 14, in a move that underscores the company’s focus on strengthening its workforce and scaling …
Envestnet Names Sue Quackenbush as Chief People Officer to Drive Global Talent Strategy Read More BERWYN, PA — Envestnet, Inc. has announced a definitive agreement to sell its open finance and data analytics subsidiary, Yodlee, Inc., to private equity firm STG. The transaction, expected to …
Envestnet to Sell Yodlee to STG in Strategic Shift Read More BERWYN, PA — Envestnet has unveiled a major advancement in its alternative investment offerings, introducing professionally managed model portfolios featuring semi-liquid alternatives and alternative ETFs. Developed in collaboration with prominent …
Envestnet Expands Alternative Investment Capabilities with Strategic Partnerships Read More BERWYN, PA — At its Elevate 2025 conference, Envestnet introduced two groundbreaking AI-powered tools, Generative Business Intelligence (Gen BI) and Insights AI, designed to revolutionize data-driven decision-making for wealth management …
Envestnet Unveils AI Innovations to Empower Advisors Read More BERWYN, PA — Envestnet has appointed Sean Meighan as Head of RIA Distribution, a newly created position aimed at strengthening the company’s investment in the Registered Independent Advisor (RIA) community. …
Envestnet Names Sean Meighan as Head of RIA Distribution Read More BERWYN, PA — Envestnet has revealed an ambitious roadmap for platform improvements designed to help wealth management firms scale operations and deliver personalized financial advice with unprecedented efficiency. The strategy, …
Envestnet Shares Bold 2025-2026 Innovation Roadmap Read More BERWYN, PA — Envestnet has announced the introduction of BlackRock custom model portfolios for registered investment advisors (RIAs), unveiled during its Elevate conference on Wednesday, April 9, in Las Vegas. …
Envestnet Launches BlackRock Custom Model Portfolios for RIAs Read More BERWYN, PA — Envestnet, in partnership with State Street Global Advisors, has introduced Direct Indexing portfolios on the Envestnet Unified Managed Account (UMA) platform, announced during the Elevate 2025 conference …
Envestnet and State Street Global Advisors Collaborate to Launch Direct Indexing Portfolios Read More BERWYN, PA — Envestnet‘s Elevate 2025, in Las Vegas, brought together over 2,000 financial advisors, RIAs, enterprise leaders, and fintech experts. The event centered on addressing the escalating challenges facing …
Envestnet’s Elevate 2025 Event Aims to Shape the Future of Financial Advice Read More BERWYN, PA — Envestnet has announced the pioneering introduction of its Direct Indexing (DI) solution to the Canadian wealth management market, marking the first time such a tool, designed to …
Envestnet Launches First Direct Indexing Solution in Canada Read More