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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 BERWYN, PA — Envestnet announced the winners of its 2025 Asset Manager of the Year Awards during the Manager Forum at Envestnet Engage, held at the Vinoy Resort in St. Petersburg, …
Envestnet Honors 2025 Asset Manager of the Year Award Winners Read More BERWYN, PA — Key Wealth, the wealth management arm of KeyBank, has announced an expansion of its partnership with Envestnet to introduce a next-generation wealth management platform. This move is aimed …
Key Wealth and Envestnet Expand Partnership to Enhance Wealth Management Services Read More
BERWYN, PA — Fiduciary Exchange LLC (FIDx) has announced the addition of Bill Crager, former CEO of Envestnet, to its Board of Directors. With over two decades of leadership experience in …
Former Envestnet CEO Bill Crager Joins FIDx Board of Directors Read More BERWYN, PA — Envestnet has announced Chris Todd as its new Chief Executive Officer, effective January 21, 2025. Todd succeeds Interim CEO Jim Fox and takes the helm during a …
Envestnet Names Chris Todd as CEO to Lead Next Chapter Read More BERWYN, PA — Envestnet has appointed Chris Todd as its new Chief Executive Officer, which took effect on January 21, 2025. Todd succeeds Jim Fox, who has served as Interim …
Envestnet Names Chris Todd as CEO to Drive Innovation in Wealth Management Read More BERWYN, PA — Envestnet, Inc. has announced the recent completion of its acquisition by affiliates of Bain Capital, in a deal valued at $4.5 billion. The acquisition, finalized at $63.15 …
Envestnet Completes $4.5 Billion Acquisition by Bain Capital Affiliates Read More BERWYN, PA — Envestnet has introduced a set of advanced custodial tools in its Tamarac CRM platform designed to optimize workflows for advisors managing Schwab accounts. These updates reflect Envestnet’s …
Envestnet Enhances Tamarac CRM Platform with New Custodial Features for Schwab Advisors Read More BERWYN, PA — Envestnet, Inc. (NYSE: ENV) reported a notable increase in revenue for the third quarter of 2024, reaching $345.9 million—a 9% rise from the previous year. This growth …
Envestnet Achieves Strong Revenue Growth Amid Financial Adjustments in Q3 2024 Read More BERWYN, PA — Envestnet (NYSE: ENV) has launched the Options Strategy Quantitative Portfolio (QP) to help investors manage risks associated with concentrated stock positions. This new offering aims to mitigate market …
Envestnet Unveils Options Strategy Quantitative Portfolio to Manage Stock Risks Read More