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Whitepaper Spotlight: Decision Intelligence in Action — How Envestnet Is Redefining the Future of...
As wealth management enters a new era shaped by artificial intelligence, one of the industry’s leading firms is taking a bold step forward. At...
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 7/13/26)
As we write this on a mid-July morning in 2026, it is clear to us that technology is redefining, not replacing,...
Advisor Tech Talk (Week of 6/15/26)
People! It is so good to be back!
Welcome to a full, complete, hand-written, fresher-than-the-fish-we-were-eating-last-week Advisor Tech Talk, the first one of...
Advisor Tech Talk (Week of 6/8/26)
Hello, friends, welcome to a holiday week- and vacation-truncated Advisor Tech Talk, where we will run down all of the recent financial advisor...
AI & Finance™ | News for the Week Ending 6/5/26
This AI & Finance introduction is going to be shorter than usual.
It’s not because there isn’t plenty going on in AI, and it’s not because...