| Date | Title | Description |
| 04.03.2026 | ‘A thirty second job’: how AI replaces the family office analyst | - |
| 19.11.2025 | JPMorgan Chase Charges Fintechs for Data Access | JPMorgan Chase struck deals with fintechs like Plaid and Yodlee for customer data access. The bank will receive payments. Fintech firms initially got free access. The move could reshape open banking. Other banks may follow suit."
**JPM... |
| 15.11.2025 | JPMorgan secures deals with fintech aggregators over fees to access data, CNBC reports | JPMorgan Chase has secured deals that will ensure it receives payments from fintech companies for access to its customer bank account data by third-party apps, CNBC reported on Friday, citing sources familiar with the matter.
The agreements... |
| 18.06.2025 | FIDx secures equity capital | Annuity platform FIDx FIDx
Founded: 2017
Headquarters: Berwyn, Pennsylvania, United States
Total Funding: $45.37M
See full company profile "> announced the closing of new undisclosed growth capital led by Prudential Financial Pruden... |
| 23.05.2025 | Impactive Capital plans proxy fight at WEX, seeking at least four directors | NEW YORK :Activist investor Impactive Capital said it is gearing up for a boardroom fight at financial technology company WEX Inc, and may nominate at least four directors to its board in 2026.
Impactive, which owns roughly 7 per cent of th... |
| 21.04.2025 | GReminders Adds CRM Integrations to Aid Advisor Workflows | GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry. New... |
| 06.09.2024 | WealthManagement.com Announces 2024 Industry Awards Winners | Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists
NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced... |
| 29.08.2024 | SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ENV, ARC, CNDA, ANSC on Behalf of Shareholders | NEW YORK, Aug. 29, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders rela... |
| 25.07.2024 | SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ENV, RSLS, TLRS on Behalf of Shareholders | NEW YORK, July 25, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders rela... |
| 14.07.2024 | Envestnet, a WealthTech Platform, Announces $4.5B Take-Private Transaction with Bain Capital | Envestnet, Inc. (NYSE: ENV), a provider of integrated technology, intelligent data and wealth solutions, announced that it has entered into a definitive agreement to be acquired by Bain Capital in a transaction valuing the company at $4.5 b... |
| 11.07.2024 | ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL | BERWYN, Pa., July 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has enter... |
| 10.07.2024 | ENVESTNET 2024 ADVISOR SURVEY HIGHLIGHTS WHAT'S TOP OF MIND FOR ADVISORS AS THEY FUTURE-PROOF THEIR BUSINESS | Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technol... |
| 24.06.2024 | Aquilance Appoints John Carey as New CEO | Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors
TRUMBULL, Conn., June 24, 2024 /PRNewswire/ -- Aquilance, a leading provider of financial administra... |
| 13.05.2024 | ENVESTNET AND SALESFORCE PARTNER TO ENHANCE EXPERIENCES FOR FINANCIAL PLANNERS | Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States
BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wea... |
| 17.04.2024 | Exclusive-Software vendor Envestnet explores sale after receiving takeover interest, sources say | NEW YORK :Envestnet, a U.S. software vendor with a market value of about $3.5 billion, is exploring options that could include a potential sale after receiving takeover interest, people familiar with the matter said on Tuesday.
Berwyn, Penn... |
| 13.03.2024 | IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform | Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow
BERWYN, Pa., March 13, 2024 /PRNewswire/ -- Independent Financial Group, LLC (I... |
| 07.03.2024 | Ocrolus and Envestnet | Yodlee Partner to Enhance Financial Statement Upload Capabilities | Ocrolus, a leader in AI-driven financial document automation and analysis, and Envestnet | Yodlee, a leading data aggregation and analytics platform, today announced a strategic partnership that will embed Ocrolus technologies into the Enve... |
| 25.01.2023 | Video: Envestnet at Money20/20 USA – Harnessing data to improve financial wellness | At the Money20/20 USA conference in Las Vegas, FinTech Futures caught up with Envestnet’s Farouk Ferchichi, Group President, Data and Analytics, and Eric Jamison, Head of Product for Banking and Technology, to discuss how the company is har... |
| 26.09.2022 | Former Envestnet Executive Brandon Rembe Joins Juniper Square as Chief Solutions Officer | SAN FRANCISCO, Sept. 26, 2022 (GLOBE NEWSWIRE) -- Juniper Square, the leading provider of partnership enablement for the private funds industry, today announces Brandon Rembe has joined Juniper Square as Chief Solutions Officer to drive inc... |
| 25.10.2021 | YieldX closes $18M Series A round led by Envestnet | Facebook
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Miami-based FinTech YieldX has landed an $18 million Series A funding round led by Envestnet, a publicly traded co... |
| 29.09.2021 | Envestnet | PMC : Rolls Out Tax Management Service for Mutual Fund & ETF Model Portfolios | CHICAGO, Sept. 29, 2021 /PRNewswire/ -- Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) acco... |
| 22.07.2021 | Envestnet : Selected as Investment Manager for Sallus Retirement's Pooled Employer Plan | Pooled Plan Provider Harnesses Envestnet's Portfolio Construction & Investment Selection Capabilities to Enhance its Low-Cost, Fully Digital 401(k) Solution Designed for Small Business Owners & Their Financial Advisors
by Envestnet,... |
| 04.06.2021 | ENVESTNET, INC.
Envestnet : FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange | AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients
by Fiduciary Exchange, LLC - June 2, 2021
BERWYN, Pa, June 2, 2021 -- Envestnet, Inc. (NYSE: ENV) ... |
| 08.04.2021 | Wealth Management/Financial Wellness Provider Envestnet Announces Acquisition of Harvest Savings & Wealth Technologies | 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 & Weal... |
| 24.03.2021 | Envestnet Adds Industry Veterans to its Executive & Leadership Teams | |
| 17.03.2021 | Wealth Management & Financial Wellness Provider Envestnet Announces Expansion of Annuity Program on Insurance Exchange | 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 Fiduciar... |
| 17.03.2021 | Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange | |
| 24.02.2021 | Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange | |
| 18.02.2021 | Envestnet : | PMC Curriculum Helps Advisors Explore the ‘What,' ‘Why' & ‘How' of Impact Investing | PMC Joins Forces with The Investment Integration Project to Empower Advisors to Address Investor Demand for Impact Investing
by Envestnet, Inc. - February 18, 2021
CHICAGO, Feb. 18, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Envestn... |
| 11.11.2020 | Envestnet Appoints Robert Coppola as Chief Technology Officer | |
| 27.10.2020 | Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes | |
| 15.10.2020 | Envestnet Launches Impact Global Climate Solutions QP | |
| 30.09.2020 | Financial Services Industry Thought Leader, Suzanne Siracuse, Launches The Big Reveal Podcast Series--In Partnership With Envestnet | |
| 10.09.2020 | The Revolution You've Been Awaiting: Fintech + DeFi | Everything seems to be getting connected: finance, culture, art, technology, media, geopolitics. It is either a fantastic time to be working in our industry or we are slowly going nuts from information overexposure. Let's tug on a few strin... |
| 10.09.2020 | Envestnet Celebrates 20 Years of Innovation | |
| 26.08.2020 | Envestnet | Tamarac Named 'Best-In-Class' Vendor by Aite Group | |
| 03.01.2018 | Envestnet Closes FolioDynamix Buy | CHICAGO–(BUSINESS WIRE)–Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp. The acquisition was... |
| 03.01.2018 | Envestnet Closes FolioDynamix Buy | CHICAGO–(BUSINESS WIRE)–Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp. The acquisition was... |
| 26.09.2017 | Envestnet to Acquire FolioDynamix for $195M | CHICAGO–(BUSINESS WIRE)–Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology ... |
| 26.09.2017 | Envestnet to Acquire FolioDynamix for $195M | CHICAGO–(BUSINESS WIRE)–Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology ... |
| 10.04.2015 | AlphaHedge Capital Partners Receives Strategic Investment from Envestnet | AlphaHedge Capital Partners, LLC, a Blue Bell, PA-based provider of access to long/short equity strategies through separately managed accounts (SMAs), received a strategic investment from Envestnet, Inc. (NYSE: ENV).
The terms of the transa... |
| - | Envestnet | “Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful f... |
