Tagged: envestnet

July 29, 2023 @ 10:07 am By Omar Faridi  |  

As a follow-up to the recent webinar Envestnet hosted with open banking experts around the world, we caught up with Lisa Novier, Head of Governance, Risk & Compliance at Envestnet Data and Analytics. Envestnet claims it has been at the forefront of open banking adoption… Read More

March 20, 2023 @ 9:52 pm By Omar Faridi  |  

Envestnet Data and Analytics, a subsidiary of Envestnet (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, has commissioned Forrester Consulting, an independent research firm, to conduct a Total Economic Impact study “to investigate the total economic impact of Envestnet Data… Read More

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

October 23, 2022 @ 4:43 pm By Omar Faridi  |  

Envestnet, Inc. (NYSE: ENV) announced that it is accelerating the growth of its Data and Analytics business by “launching the Wealth Data platform, a cloud-based data intelligence solution for wealth advisory firms, to allow home offices and financial advisors to connect and enrich all the… Read More

July 10, 2022 @ 9:50 am By Omar Faridi  |  

Envestnet announced that it has acquired Redi2 Technologies, Inc., a provider of revenue management and hosted fee-billing solutions for the financial services industry. The deal aims to “create more connections across the Envestnet financial wellness ecosystem for asset managers, wealth managers, and registered investment advisors… 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

April 8, 2021 @ 2:21 pm By Samantha Hurst  |  

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Thursday it has acquired Harvest Savings & Wealth Technologies. According to Envestnet, Harvest Savings & Wealth Technologies provides automated goals-based saving tools and wealth solutions to banks, credit… Read More

March 17, 2021 @ 1:27 pm By Samantha Hurst  |  

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Wednesday it has expanded its Variable Annuity Program to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx).  According to Envestnet, the Envestnet Insurance Exchange provides… Read More

August 26, 2020 @ 5:42 pm By JD Alois  |  

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

August 23, 2020 @ 10:28 pm By Samantha Hurst  |  

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

August 17, 2020 @ 9:29 am By Samantha Hurst  |  

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

October 4, 2019 @ 9:03 pm By Samantha Hurst  |  

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

December 8, 2017 @ 10:42 am By Samantha Hurst  |  

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

April 17, 2017 @ 12:49 pm By JD Alois  |  

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

September 20, 2016 @ 1:39 pm By Samantha Hurst  |  

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