Envestnet to take minority stake in Dynasty Financial Partners
Wealth tech provider Envestnet has agreed to buy a minority holding in adviser network Dynasty Financial Partners. The deal is part…
Wealth tech provider Envestnet has agreed to buy a minority holding in adviser network Dynasty Financial Partners. The deal is part…
Wealth tech provider Envestnet has agreed to purchase Virginia-based PIEtech, the creator of the MoneyGuide financial planning application, in a…
Envestnet has consolidated its business into two units in a bid to drive innovation and growth. The new units created…
BlackRock has signed an agreement to acquire a 4.9% equity stake in wealth management software and services provider Envestnet for…
Edelman Financial Services, an independent financial planning and investment management firm, is moving to the Envestnet wealth management platform. Edelman…
ByEnvestnet, a US-based wealth management technology provider, has completed the purchase of competitor FolioDynamix from Actua in a deal worth…
Envestnet, a US-based provider of wealth management technology, has agreed to acquire competitor FolioDynamix for $195m. FolioDynamix provides end-to-end technology…
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