other

Envestnet

BERWYN, PA

CRD: 111694

In PWD coverage since September 14, 2026 · 16+ stories

$615BRegulatory AUMSEC Form ADV · Oct 3

532EmployeesForm ADV

8Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Sep 16, 26Fund launchMoneyGuide — coverage

Sep 16, 26Fund launchMoneyGuide · Tamarac — coverage

Sep 8, 26Deal announcedBain Capital · Vestmark — coverage

Sep 8, 26Deal announcedVestmark — coverage

Sep 8, 26Deal announcedBain Capital · Vestmark · $1B — coverage

Sep 8, 26Deal announcedVestmark · — coverage

Sep 3, 26Deal announcedTamarac — coverage

PWD coverage

practice

Envestnet's Vestmark deal promises advisors no forced platform migrations

The purchase, estimated by analysts at $500 million to $1 billion, arrives six days after Envestnet pledged $1 billion to rebuild the platform advisors already use.

The Close · Oct 6Envestnet draws its UHNW line at $30 million and says white glove means coordination

Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

the_wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist

practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

Features · Sep 19Wealth tech's margin moves to the governed record

The Close · Sep 18Envestnet's real release is the record under the dashboard

practice · Sep 17MoneyGuide can now model the annuity inside the plan

income · Sep 17MoneyGuide's annuity account types make the projection the new shelf

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

Deals & PE · Sep 16The AI-wealth premium moves from the model to the pipes

Deals & PE · Sep 15The premium has moved from the book to the gatekeeper

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time

Envestnet

Envestnet's Vestmark deal promises advisors no forced platform migrations

The Family Office Daily Briefing