Tag : Envestnet

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......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
by Business Wire0
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
by Fintech News Desk0
Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
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