Tagged: envestnet

FinancialApps Moves Forward with Lawsuit Challenging Envestnet and Subsidiary Yodlee

FinancialApps is suing Envestnet (NYSE:ENV) and subsidiary Yodlee in regards to claims of misappropriation of trade secrets, breach of contract, fraud, and more. FinancialApps is an API platform providing Fintech solutions like lending. Envestnet is a data aggregation and analytics platform for digital financial services… Read More

Wealth Management & Financial Wellness Provider Envestnet Announces Convertible Notes Offering Closing

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, recently announced the closing of its offering of $517.5 million aggregate principal amount of 0.75% convertible notes due 2025. According to Envestnet, the Notes were sold in a private offering to qualified… Read More

Wealth Management & Financial Wellness Provider Envestnet to Offer $450 Million of Convertible Notes

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Monday it proposes to offer $450 million aggregate principal amount of convertible notes due 2025 in a private offering to qualified institutional buyers pursuant to Rule 144A under… Read More

Envestnet Announces Sudden Passing of CEO Jud Bergman

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Friday the sudden passing of its CEO, Jud Bergman. According to Envestnet, Bergman, along with his wife, Mary Miller, were involved in an automobile accident on Thursday. Following… Read More

BizEquity Announces Partnership With Envestnet For Business Valuation & Prospecting on Env 2 Platform

On Friday, U.S. fintech and online provider of business valuation big data BizEquity announced it has formed a partnership with Envestnet,  a wealth technology platform for advisors, to offer its patented cloud-based service and product to Envestnet’s 60,000 wealth advisors through the Env 2 platform. The… Read More

Chicago Rising: New Entry to List of Fintech Hubs is Important Gain for the Windy City

Deloitte’s recent report on Fintech Hubs entitled A tale of 44 cities – Connecting Global FinTech: Interim Hub Review 2017 indicated that London remained at the top of the list with Singapore closely behind it and obviously hoping to become number one. But alongside the original 20… Read More

American Century Investments Appoints Former Envestnet Executive Jay Hummel As New Direct Sales & Service Senior Vice President 

On Tuesday, global asset management firm, American Century Investment, announced former executive of Envestnet, Jay Hummel, has been appointed as its new series vice president of direct sales and services. Hummel will American Century’s business strategy and the execution of retail direct business, which currently… Read More

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