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