Tagged: bill crager

October 28, 2022 @ 5:40 pm By Omar Faridi  |  

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced that it is partnering with FNZ, a global wealth platform, to create “a fully digital, integrated wealth management experience for the U.S. market.” The integration of Envestnet’s and FNZ‘s… Read More

March 11, 2022 @ 3:47 pm By Omar Faridi  |  

Envestnet, Inc. (NYSE: ENV) reveals that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the capabilities of Envestnet | Yodlee, Envestnet Analytics (Wheelhouse), and Abe AI. This strengthened data and analytics focus under Ferchichi’s leadership is “integral to Envestnet… Read More

October 11, 2016 @ 5:34 am By Erin Hobey  |  

Envestnet, Inc. (NYSE: ENV) acquired Wheelhouse Analytics LLC, a tech company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises, according to StreetInsider.  Terms of the acquisition were not available. “Today Envestnet serves over 50,000 advisors and… Read More

August 14, 2015 @ 11:02 am By Erin Hobey  |  

Envestnet, Inc. (NYSE:ENV), a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc. (Nasdaq: YDLE), a leading cloud-based platform driving digital financial innovation, announced that the Boards of Directors of both companies have unanimously approved a definitive agreement under which Envestnet will acquire all… Read More