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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.
DWN Publisher Notes For 11/19/24
Friends, how is it possible that NEXT WEEK is Thanksgiving already? As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election. To that end, check it all out below...READ UP!
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
The Week in Digital Wealth (11/12/24)
The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end.
Headlines...
Advisor Tech Talk (Week of 11/13/24)
After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...
DWN Publisher Notes For 11/5/24
Friends, voting for the election will be over soon...possibly. Perhaps there will be a new president, perhaps not. To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique! And to that end, we had an extremely busy news week...READ UP!