ENVESTNET INC overview

Key Wealth Expands Strategic Relationship with Envestnet to Drive a Unified Experience for Advisors and Wealth Clients PR Newswire BERWYN, Pa., March 3, 2025 BERWYN, Pa. , March 3, 2025 /PRNewswire/ -- Key Wealth, the wealth management business of KeyBank and Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced today that they have expanded their multi-year relationship. This collaboration will deliver Key Wealth advisors a comprehensive...

ENVESTNET ACCELERATES PRODUCT ENHANCEMENTS AND BUILDS OUT DISTRIBUTION CAPABILITIES TO DRIVE ADVISOR GROWTH IN HIGH-NET-WORTH MARKET SEGMENT PR Newswire BERWYN, Pa., Oct. 10, 2024 BERWYN, Pa. , Oct. 10, 2024 /PRNewswire/ -- Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully engaging this lucrative client segment remains complex. Envestnet's latest research sheds light on the strategies and...

Envestnet, Inc. Faces FinancialApps's $100 Million Trade Secret Misappropriation Claims in Delaware Jury Trial PR Newswire NEW YORK, Sept. 27, 2024 Kasowitz Benson Torres Is Acting As Lead Counsel For FinancialApps NEW YORK , Sept. 27, 2024 /PRNewswire/ -- Financial technology pioneer FinancialApps's $100 million lawsuit for trade secret misappropriation, tortious interference, and unfair competition against wealth management company Envestnet ($ENV) – whose acquisition by Bain Capital in a...

Envestnet Stockholders Approve Acquisition by Bain Capital PR Newswire BERWYN, Pa., Sept. 24, 2024 BERWYN, Pa. , Sept. 24, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today announced that, at a special meeting (the "Special Meeting"), the Company's stockholders approved the pending acquisition of the Company by affiliates of vehicles managed or advised by Bain Capital (the...

Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System PR Newswire BERWYN, Pa., Sept. 23, 2024 BERWYN, Pa. , Sept. 23, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at the 2024 WealthManagement.com Industry Awards (the "Wealthies"). Including its Exchanges and partner integrations, Envestnet's ecosystem won five...

ENVESTNET UNVEILS NEW TECHNOLOGY FOR RIAS AT FUTURE PROOF 2024 PR Newswire BERWYN, Pa., Sept. 16, 2024 New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client Portal Envestnet Co-CIO and Solutions Group President Dana D'Auria Takes the Stage at Future Proof 2024 to Address the Future of Investment Delivery BERWYN, Pa. , Sept. 16, 2024 /PRNewswire/ -- Time, arguably an advisor's most valuable resource, is often in critically...

Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations PR Newswire BERWYN, Pa., Aug. 27, 2024 Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's Comprehensive Solutions and Integrations BERWYN, Pa. , Aug. 27, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, announced that its ecosystem has been recognized as a finalist for seven 2024...

STOCKHOLDER INVESTIGATION: The M&A Class Action Firm Investigates Merger of Envestnet, Inc. - ENV PR Newswire NEW YORK, Aug. 16, 2024 NEW YORK , Aug. 16, 2024 /PRNewswire/ -- Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating Envestnet, Inc. (NYSE: ENV ) , relating to...