Envestnet

About Envestnet

Envestnet provides a wealth management technology platform and data services for financial advisors, credit unions and wealth management enterprises. The company offers tools for portfolio management, trade execution and open banking data integration through its Yodlee business unit. Recent coverage has focused on enhancements to its wealth data platform, the launch of advanced trading tools and new partnerships for digital wealth management.

FF News has published 12 stories and 1 analysis piece featuring Envestnet since 2021, most recently "Envestnet Enhances Wealth Data Platform with Dynamic Benchmarking and AI-Driven Advisor Insights" (18 September 2026).

Part of: Bain Capital

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