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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 BERWYN, PA — Envestnet (NYSE: ENV) has announced new strategies to help financial advisors attract high-net-worth (HNW) clients, drawing on insights from its latest research. The 2024 Advisor Perspectives Survey reveals …
Envestnet Unveils Strategies to Attract High-Net-Worth Clients Read More BERWYN, PA — Envestnet (NYSE: ENV) has solidified its status as a leader in the financial services sector by winning five prestigious awards at the 2024 WealthManagement.com Industry Awards, also known …
Envestnet Celebrated for Industry Excellence at 2024 WealthManagement.com Awards Read More BERWYN, PA — In response to the growing need for improved workflow integration and time management among financial advisors, Envestnet has announced a suite of new features for Registered Investment Advisors …
Envestnet Enhances RIA Platform with New Features to Boost Efficiency Read More BERWYN, PA — Envestnet (NYSE: ENV) has been acknowledged as a finalist in seven categories for the 2024 Wealth Management Industry Awards, an event celebrating its tenth anniversary. Known as …
Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards Read More