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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 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