Tag : Envestnet

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors
Digital Asset Management Finance News

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

PR Newswire
by PR Newswire0
Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises WhoProvide Access to Tax Management Offerings at No Additional Cost for Investors Tax efficiency and access to advanced tax management capabilities continues to be one of the benefits investors value most in working with a financial advisor – especially as......
Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows
Investments News

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

PR Newswire
by PR Newswire0
Adaptive WealthTech Leader’s Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations Envestnet has released the top insights most utilized by enterprise advisors and registered investment advisers (RIAs) across its ecosystem during the second quarter of 2025. The data provides a snapshot of the tools advisors are......
Envestnet Appoints John Hofmann as Chief Financial Officer
Finance Fintech News

Envestnet Appoints John Hofmann as Chief Financial Officer

PR Newswire
by PR Newswire0
Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced that John Hofmann will join its executive leadership team as Chief Financial Officer (CFO), effective September 1, 2025. In this role, Hofmann will oversee the Company’s finance, M&A and transformation organizations. Hofmann brings extensive software industry......
Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer
Fintech News

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

PR Newswire
by PR Newswire0
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced the appointment of Sue Quackenbush as its Chief People Officer (CPO), effective July 14. In this role, Quackenbush will lead the company’s global people strategy, with an emphasis on advancing employee engagement, fostering a unified culture, aligning......
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
Fintech News Technology

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

Business Wire
by Business Wire0
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......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
by PR Newswire0
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
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