Tag: Envestnet

Morningstar Investment Management has teamed up with Envestnet in a bid to make institutionally priced investment options accessible to a wider audience. 

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.

WealthTech leader Envestnet has launched a suite of unified managed accounts for advisors working with high-net-worth and ultra-high-net-worth 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.