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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...

Shareholder Alert: Ademi LLP investigates whether Envestnet, Inc. has obtained a Fair Price for its Public Shareholders PR Newswire MILWAUKEE, July 11, 2024 MILWAUKEE , July 11, 2024 /PRNewswire/ -- Ademi LLP is investigating Envestnet (NYSE: ENV) for possible breaches of fiduciary duty and other violations of law in its transaction with Bain Capital . Click here to learn how to join our investigation https://www.ademilaw.com/case/envestnet-inc or call Guri Ademi toll-free at 866-264-3995. There...

ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Envestnet, Inc. PR Newswire NEW YORK, July 11, 2024 NEW YORK , July 11, 2024 /PRNewswire/ -- Rowley Law PLLC is investigating potential securities law violations by Envestnet, Inc. (NYSE: ENV) and its board of directors concerning the proposed acquisition of the company by Bain Capital. Stockholders will receive $63.15 for each share of Envestnet stock that they hold. The transaction is valued at approximately $4.5 billion and is...

STOCKHOLDER INVESTIGATION: The M&A Class Action Firm Investigates Merger of Envestnet, Inc. - ENV PR Newswire NEW YORK, July 11, 2024 NEW YORK , July 11, 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...

ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL PR Newswire BERWYN, Pa., July 11, 2024 BERWYN, Pa. , July 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a definitive agreement to be acquired by Bain Capital in a transaction valuing the Company at $4.5 billion ( $63.15 per...

ENVESTNET 2024 ADVISOR SURVEY HIGHLIGHTS WHAT'S TOP OF MIND FOR ADVISORS AS THEY FUTURE-PROOF THEIR BUSINESS PR Newswire BERWYN, Pa., July 10, 2024 Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa. , July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the...

Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet PR Newswire BERWYN, Pa., May 15, 2024 Now In Its 20th Year, Envestnet's Asset Manager of the Year Awards Program Recognizes Top Performing Portfolio Managers with Standout Strategies BERWYN, Pa. , May 15, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced the winners of its 2024 Asset Manager of the Year Awards during a ceremony at the company's annual Elevate conference . Among the distinguished winners,...

ENVESTNET AND SALESFORCE PARTNER TO ENHANCE EXPERIENCES FOR FINANCIAL PLANNERS PR Newswire BERWYN, Pa., May 13, 2024 Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa. , May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning...

Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three months ended March 31, 2024. Three months ended Key Financial Metrics March 31, % (in millions, except per share data) 2024 2023 Change GAAP: Total revenue $ 325.0 $ 298.7 9% Net income (loss) attributable to Envestnet, Inc. $ 2.5 $ (41.2 ) 106% Net income (loss) attributable to Envestnet, Inc. per diluted share $ 0.05 $ (0.76 ) 107%...

Envestnet Announces Finalists for 2024 Asset Manager of the Year Awards PR Newswire BERWYN, Pa., May 3, 2024 Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023 BERWYN, Pa. , May 3, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced its list of finalists for the 2024 Asset Manager of the Year Awards. Now in its 20th year, the awards program recognizes high-conviction portfolio managers who exemplify excellence in...

Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform PR Newswire BERWYN, Pa., and BOSTON, April 11, 2024 Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity BERWYN, Pa. , and BOSTON , April 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions,...

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform PR Newswire BERWYN, Pa., March 13, 2024 Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow BERWYN, Pa. , March 13, 2024 /PRNewswire/ -- Independent Financial Group, LLC (IFG), a San Diego -based independent broker-dealer, in keeping with its mission...

ENVESTNET'S CONNECTED PLATFORM NAMED LEADER IN FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, TAMP AND BILLING SOLUTIONS IN 2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY PR Newswire BERWYN, Pa., March 11, 2024 Envestnet | MoneyGuide Named Leading Financial Planning Software Provider By Market Share For 17 th Consecutive Year, In 2024 T3/Inside Information Advisor Software Survey BERWYN, Pa. , March 11, 2024 /PRNewswire/ -- Envestnet has been recognized by the 2024 T3/Inside Information Advisor...