Envestnet has been up for sale since Jud Bergman, the company’s cofounder and CEO, died in a car crash in October 2019. Envestnet then promoted Bill Crager, cofounder and president, to CEO.

Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Intech Investment Management LLC (Intech), a specialized ...

Envestnet's unified managed account (UMA) structure also allows Canaccord Genuity Wealth Management's internal portfolio managers to seamlessly integrate third-party discretionary accounts into ...

Envestnet has appointed Sue Quackenbush as Chief People Officer (CPO), effective July 14, in a move that underscores the company’s focus on strengthening its workforce and scaling ...

Envestnet unveiled the next phase of its platform innovation strategy, sharing a comprehensive roadmap for 2025 and 2026 designed to help wealth management firms scale the delivery of financial advice ...

CHICAGO, May 26, 2020 /CNW/ -- Envestnet, Inc. (NYSE: ENV) unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client's household financial data with ...

Envestnet's software and data is used by wealth managers and banks to help manage investments. The company manages over $6 trillion in assets, oversees nearly 20 million accounts, and is used by ...

With Envestnet, CG Wealth Management is “using direct indexing and tax optimization strategies with a few of our advisors and their higher-net-worth clients to expand the value proposition we can ...

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information, please visit www.envestnet.com, and follow us on LinkedIn ...

BERWYN, Pa. and LAS VEGAS, April 9, 2025 /PRNewswire/ -- Today, Envestnet announced at its Elevate conference in Las Vegas that it has gone live with BlackRock (NYSE: BLK) custom model portfolios ...

Envestnet jumps on report of takeover interest Apr. 16, 2024 2:34 PM ET Envestnet, Inc. (ENV) Stock By: Joshua Fineman, SA News Editor Khanchit Khirisutchalual/iStock via Getty Images ...

Envestnet has been up for sale since Jud Bergman, the company’s cofounder and CEO, died in a car crash in October 2019. Envestnet then promoted Bill Crager, cofounder and president, to CEO.