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Innovative technology for the future of wealth management.
Envestnet to Acquire Vestmark, Extending its Capabilities to Meet the Advisor Market's Growing Demand
Acquisition Adds Vestmark's Trading, Tax Transition, and Engineering Capabilities — and a Complementary Client Base — to Envestnet's Ecosystem, While Accelerating Delivery of Core and AI-Forward Innovation
Envestnet Deepens $1 Billion Wealthtech Commitment
New AI Report Studio, Expanded Custom Model Solutions, and Full MoneyGuide Integration Mark the “Next Era of Tamarac,” Giving RIAs Back Valuable Time and Expanding Investment Capabilities to Grow
Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates Toward Planning-Led Advice
Fifth Annual Envestnet | MoneyGuide/Datos Insights Study Finds Comprehensive Services, Ongoing Engagement, and Clearer Fee Architecture are Becoming the Standard.
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