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Envestnet, a developer of technology and systems for wealth management and financial wellness, has priced an offering of $500m in convertible notes.
Productfy, a banking as a service platform that offers embedded financial products, has raised $16m in its Series A funding round.
WealthTech company Envestnet has joined forces with Dynasty Financial Partners for a new project to boost the financial knowledge of their clients.
Envestnet | Yodlee, a data aggregation and data analytics platform, has enabled financial services providers to build solutions to comply with PSD2 and Open Banking.
Envestnet, a wealth management and financial wellness solution, has acquired FolioDynamix from Actua Corp.