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Envestnet

Envestnet
Public Companies

Envestnet Celebrated for Industry Excellence at 2024 WealthManagement.com Awards

September 24, 2024September 23, 2024 - by Timothy Alexander

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

Envestnet
Business / Technology

Envestnet Enhances RIA Platform with New Features to Boost Efficiency

September 22, 2024September 22, 2024 - by Timothy Alexander

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
Envestnet
Public Companies

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

September 2, 2024September 1, 2024 - by Timothy Alexander

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

Envestnet
Finance

Envestnet Reports Strong Revenue Growth Amidst Operational Losses in Q2 2024

August 13, 2024August 12, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet (NYSE: ENV) has released its financial results for the second quarter ending June 30, 2024. The company reported an 11% increase in total revenue, reaching $348.3 …

Envestnet Reports Strong Revenue Growth Amidst Operational Losses in Q2 2024 Read More
Envestnet
Mergers and Acquisitions

Envestnet to be Acquired by Bain Capital in $4.5 Billion Deal

July 15, 2024July 14, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet, Inc. (NYSE: ENV) has announced its agreement to be acquired by Bain Capital in a transaction that values the company at $4.5 billion, or $63.15 per …

Envestnet to be Acquired by Bain Capital in $4.5 Billion Deal Read More

Envestnet
Business

Envestnet Survey Highlights Untapped Opportunities in Holistic Advice for Financial Advisors

July 14, 2024July 14, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet (NYSE: ENV) has released its 2024 Advisor Perspectives Survey, offering a comprehensive look at the current state of financial advisory practices and future industry trends. The …

Envestnet Survey Highlights Untapped Opportunities in Holistic Advice for Financial Advisors Read More
Envestnet
Strategic Combinations

Fidelity and Envestnet Expand Partnership to Streamline Wealth Management

June 18, 2024June 17, 2024 - by Timothy Alexander

BOSTON, MA, and BERWYN, PA — Fidelity Investments and Envestnet (NYSE: ENV) announced an expansion of their long-standing partnership to enhance the Fidelity Managed Account Xchange® (FMAX) platform. This collaboration …

Fidelity and Envestnet Expand Partnership to Streamline Wealth Management Read More

Envestnet
Strategic Combinations

Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment Strategies

June 10, 2024June 10, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet (NYSE: ENV) has announced plans to expand its collaboration with four of the world’s leading asset management firms: BlackRock, Fidelity Investments, Franklin Templeton, and State Street …

Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment Strategies Read More
Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet
Business

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year

May 19, 2024May 19, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet, Inc. (NYSE: ENV) recently announced the winners of its 2024 Asset Manager of the Year Awards at the company’s annual Elevate conference. Causeway Capital Management took …

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year Read More
Envestnet
Strategic Combinations

Envestnet and Salesforce Forge Partnership to Enhance Financial Planning for Advisors

May 18, 2024May 18, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet has announced a new partnership with Salesforce to integrate their financial planning tools into Salesforce’s Financial Services Cloud (FSC). This collaboration aims to provide wealth advisors …

Envestnet and Salesforce Forge Partnership to Enhance Financial Planning for Advisors Read More

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