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Robert Coppola Leaves Envestnet For Sanctuary Wealth
Robert Coppola, formerly Envestnet's chief technology officer, has joined Sanctuary Wealth, the fast-growing wealth management firm led by CEO Adam Malamed, to spearhead the...
Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...
Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.
Envestnet Announces Acquisition of Technology Solutions Provider Apprise Labs
Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet's roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors.
Envestnet | Yodlee and Productfy Enter Partnership for Early-Stage Startups to Embed Financial Products
Envestnet | Yodlee announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that provides embedded financial products
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc.
Advisor Tech Talk (Week of 1/15/25)
These are generally the leanest weeks of the year for wealthtech news, yet this week in Advisor Tech Talk we have...
Advisor Tech Talk: Top Stories of 2024, Part 2
Happy New Year! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...
DWN Publisher Notes For 12/24/24
Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring. READ UP & HAPPY HOLIDAYS!!
THE LEAD | 2025 Future Trends in Artificial Intelligence and Finance, Part 1
2024 is about to be in the rear view mirror and as we look to the New Year, we see a huge transformational shift...
Advisor Tech Talk: Top Stories of 2024, Part 1
Ho! Ho! Ho! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...