The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its ...

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced today a major advancement to its alternative investment capabilities— professionally managed ...

Through collaboration with BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model ...

The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and ...

While Bain Capital and other private investors were acquiring Envestnet, the portfolio management software giant, for $4.5 billion last year, the fintech world was facing unprecedented upheaval.

Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (Gen BI) and Insights AI—designed to transform how advisors access ...

Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce ...

Envestnet's new Augmented Gen BI solution empowers home office users and advisors to access real-time insights through simple, natural language queries (NLQ)—no coding or data specialists required.