News

Envestnet posted total revenue of $312.4 million in the second quarter of 2023, down 2% year over year from $318.9 million, and 0.85% lower than Zacks Equity Research consensus estimates.
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Quackenbush as its Chief People Officer ...
The proposed $4.5 billion sale to private equity giant Bain Capital could serve as a catalyst for the accelerated growth of ...
Envestnet's stock (ENV) rose 0.5% to $62.02 in morning trades. The company, based in Berwyn, Pa., will be acquired for $63.15 a share, a premium of $1.45 - or about 2.4% over its closing price of ...
Envestnet’s gigantic size is also its greatest vulnerability, says Fritz. “When you become the primary vendor in the marketplace, it becomes excruciatingly hard to satisfy everyone,” says Fritz.
Envestnet rolls out program that lets advisers see how they measure up against peers The free, anonymous assessment takes about 20 minutes to complete, and Envestnet is building a comprehensive ...
The acquisition engine at Envestnet keeps on chugging away. The Chicago-based technology firm picked up Prudential’s wealth management solutions division in a $30 million transaction on Friday.
Envestnet’s Quarterly Performance Reports (QPR) can now be customized to incorporate other firm documents alongside the reports selected in the template. “This latest round of enhancements to the ...
Reported by Rebecca Moore An announcement said PlanHorizon is a fully integrated time-segmented distribution strategy on the Envestnet platform developed to bridge the gap from wealth accumulation to ...
Envestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.