News, Comment & Analysis results for ENVESTNET

People Moves
14 January 2019

Envestnet Makes Senior Management Changes

The US-based group provides technology and data to wealth managers. ...

M and A
11 August 2015

Envestnet To Buy US Data Management Software Giant

The wealth management technology firm for advisors is to buy a cloud-based financial services...

White Papers
9 December 2013

Charities Playing "Catch-Up" When It Comes To Investment Management Services - White Paper

The expectations of charitable donors are “strongly influenced” by the level of investment...

4 December 2013

Tamarac Adds Portfolio Management Platform To Pershing's Technology Channel

Tamarac, a division of web-based portfolio and client management software company Envestnet, has...

People Moves
12 November 2013

Envestnet Appoints Head Of Global Strategy

New York-listed Envestnet, a provider of wealth management technology and services to financial...

11 November 2013

Investment Platform Provider Adopts Envestnet Advisor Technology

The investment platform provider, Cetera Financial Group, has partnered with financial tech firm...

Financial Results
7 November 2013

Third Quarter Revenues Skyrocket At Envestnet


26 September 2013

Envestnet Unveils Composite Reporting Tool For RIA Platform


People Moves
13 August 2013

Envestnet Appoints Board Director


Financial Results
9 August 2013

Revenues Rise At Envestnet After Surge In AuM For First Half 2013


Comment & Analysis results for ENVESTNET

26 October 2012

INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices

James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its...