Envestnet
Envestnet to take minority stake in Dynasty Financial Partners
Wealth tech provider Envestnet has agreed to buy a minority holding in adviser network Dynasty Financial Partners. The deal is part…
Envestnet to buy financial planning software developer PIEtech for $500m
Wealth tech provider Envestnet has agreed to purchase Virginia-based PIEtech, the creator of the MoneyGuide financial planning application, in a…
Envestnet revamps organisational structure to drive growth
Envestnet has consolidated its business into two units in a bid to drive innovation and growth. The new units created…
BlackRock to acquire 4.9% stake in Envestnet for nearly $123m
BlackRock has signed an agreement to acquire a 4.9% equity stake in wealth management software and services provider Envestnet for…
Edelman Financial Services moves to Envestnet Wealth Management Platform
Edelman Financial Services, an independent financial planning and investment management firm, is moving to the Envestnet wealth management platform. Edelman…
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Envestnet wraps up FolioDynamix acquisition
Envestnet, a US-based wealth management technology provider, has completed the purchase of competitor FolioDynamix from Actua in a deal worth…
Envestnet to buy FolioDynamix for $195m
Envestnet, a US-based provider of wealth management technology, has agreed to acquire competitor FolioDynamix for $195m. FolioDynamix provides end-to-end technology…