Press Releases
Press Releases
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Jan 16, 2025Wealth Management Platform's Insights Engine Unveils Key Data-Driven Strategies Leveraged by Enterprise Advisors and RIAs to Optimize Client Portfolios & Grow Their Practices BERWYN, Pa., Jan. 16,...
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Jan 9, 2025Co-CIO & Group President—a Noted Advocate for Personalization at Scale—Honored for Industry Thought Leadership at Awards Gala in Las Vegas
BERWYN, Pa., January 9, 2025—Envestnet proudly announces that Dana D’Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions, was named Thought Leader of the Year at...
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Dec 19, 2024
Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor Productivity and Growth Join Thousands of Financial Advisors, RIAs,...
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Nov 26, 2024
Envestnet, Inc. (the "Company"), yesterday announced that, pursuant to that certain Agreement and Plan of Merger, dated as of July 11, 2024, by and among the Company, BCPE Pequod Buyer, Inc....
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Nov 25, 2024
Transaction supports industry-leading wealth technology platform's next chapter as a private company BERWYN, Pa., Nov. 25, 2024 /PRNewswire/ -- Envestnet, Inc. (the "Company" or "Envestnet"), a...