ENV
ENVESTNET, INC.
Delisted
ENV was delisted on the 22nd of November, 2024.
About: Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
Employees: 3,100
Financial journalist opinion
Neutral
PYMNTS
2 weeks ago
Envestnet to Sell Open Finance Subsidiary Yodlee to STG
Wealth technology provider Envestnet plans to sell its open finance and data analytics subsidiary, Yodlee, to private equity firm STG. [contact-form-7] The transaction is expected to close in the third quarter, subject to customary closing conditions, the companies said in a Wednesday (June 25) press release.
Neutral
Business Wire
4 months ago
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
NEW YORK--(BUSINESS WIRE)--OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights and solutions. This collaboration will integrate OneVest's configurable technology solutions within Envestnet's powerful portfolio management platform, providing enterprises in Canada with a modern, seamless client experience that is both scalable.
Neutral
Business Wire
4 months ago
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge's existing relationship with Halo Investing, a platform focused on prote.
Neutral
PRNewsWire
7 months ago
Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600
NEW YORK , Nov. 19, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: Flex Ltd (NASD: FLEX) will replace Azenta Inc. (NASD: AZTA) in the S&P MidCap 400, and Azenta will replace Envestnet Inc. (NYSE: ENV) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, November 25. Bain Capital is acquiring Envestnet in a deal expected to be completed soon, pending final closing conditions.
Positive
Zacks Investment Research
7 months ago
Why Envestnet (ENV) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
Zacks Investment Research
7 months ago
Envestnet (ENV) is a Top-Ranked Momentum Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
7 months ago
Is Envestnet (ENV) Stock Outpacing Its Business Services Peers This Year?
Here is how Envestnet (ENV) and Genpact (G) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
7 months ago
Envestnet's Shares Barely Move After Q3 Earnings Beat, Revenues Lag
ENV's top line in the third quarter of 2024 benefits from improved segmental performance.
Neutral
Business Wire
7 months ago
DPL teams up with Envestnet for data integration
LOUISVILLE, Ky.--(BUSINESS WIRE)--DPL Financial Partners today announced its live data integration with advisor technology provider Envestnet.
Positive
Zacks Investment Research
8 months ago
Here's What Key Metrics Tell Us About Envestnet (ENV) Q3 Earnings
Although the revenue and EPS for Envestnet (ENV) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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