Envestnet
About Envestnet
Envestnet provides a wealth management technology platform and data services for financial advisors, credit unions and wealth management enterprises. The company offers tools for portfolio management, trade execution and open banking data integration through its Yodlee business unit. Recent coverage has focused on enhancements to its wealth data platform, the launch of advanced trading tools and new partnerships for digital wealth management.
FF News has published 14 stories and 1 analysis piece featuring Envestnet since 2021, most recently "Envestnet Enhances Wealth Data Platform with Dynamic Benchmarking and AI-Driven Advisor Insights" (18 September 2026).
Part of: Bain Capital
Website · LinkedIn · X · Full profile on B2DB
Envestnet group companies
- Envestnet | MoneyGuide acquired May 2019
- Envestnet Asset Management subsidiary
- Envestnet Institute On Campus division
People at Envestnet on FF News
- Andrew Stavaridis, Chief Relationship Officer and Head of Wealth Solutions and PMC Asset Management Distribution
- Dave Lieberman, Principal Director of Product for Wealth Data Solutions
Latest Envestnet news
- Envestnet Enhances Wealth Data Platform with Dynamic Benchmarking and AI-Driven Advisor Insights 18 September 2026
- Envestnet Wealth Trading Launch: Modernizing the Advisor Experience with Advanced Execution Tools 21 July 2026 TradeTech Eye
- TAPP Engine Partners with Envestnet to Boost Digital Wealth for Credit Unions 10 July 2026
- Envestnet, Inc. Appoints Bhaskar Peddhapati as Chief Technology Officer to Accelerate Innovation and AI-Driven Transformation 22 October 2025
- Envestnet, Leading Wealth Technology Platform, Announces $4.5 Billion Take-Private Transaction With Bain Capital 12 July 2024
- Centrix delivers financial data win for New Zealand borrowers and lenders, powered by Envestnet® | Yodlee® 21 November 2023
- Australian Accounting App TaxLeopard Switches on Open Banking Data Powered by Envestnet | Yodlee 9 November 2023
- Akoya and Envestnet® | Yodlee® Take Milestone Step to Enhance API-Powered Consumer-Driven Sharing of Financial Data 20 September 2023
- Envestnet | Yodlee Partners with The Pension Lab to Help Employees View All Their Pensions in One Place 11 January 2022
- Yodlee and Intuit Quickbooks Announce Collaboration 13 October 2021
- Blockchain.com to Leverage Account Verification from Envestnet | Yodlee 10 August 2021
- Envestnet Yodlee Unveils Enhanced Developer Portal For Fast Creation of Digital Financial Wellness Experiences and FinTech Apps 18 June 2021
- Financial Dots Partners with Envestnet | Yodlee for Open Banking Services for Cross-Border Financial Management 13 April 2021
- Envestnet Yodlee Appoints EMEA Open Banking Product Director 18 March 2021