Envestnet news and trends

Envestnet Acquires Revenue and Billing Management Platform Redi2 Technologies
Acquisitions // July 06, 2022

Wealth management technology firm Envestnet on Wednesday (July 6) acquired revenue management and global financial services industry fee-billing solution Redi2 Technologies, according to a joint press release. The Redi2 acquisition helps Envestnet create more connections across its financial wellness ecosystem for asset managers, wealth managers...

Today in the Connected Economy: Discover Offers Customers New Privacy Tool
Connected Economy // April 20, 2022

Today in the connected economy, Discover gives its customers help getting their information off data collection websites, while Lyft offers to assist riders who need help getting to and from their vehicles. Also, BNPL firm Nelo unveils an all-in-one app, and open data and payments...

Wealth Management Service Envestnet Partners With Door
Partnerships // April 20, 2022

Wealth management technology firm Envestnet has teamed up with risk management platform Door to streamline and optimize its research on asset managers and their strategies, the companies said in a press release Wednesday (April 20). “Historically, research analysts have used the same common information from...

Today In Digital-First Banking: TrueLayer Lands $70 Million In Series D; Envestnet Acquires Harvest Savings
Digital Banking // April 08, 2021

In today’s top news in digital-first banking, TrueLayer landed $70 million in a funding round headed up by Addition, while Envestnet had acquired Harvest Savings & Wealth Technologies. Plus, Avant has purchased Zero Financial along with its neobank, Level. London FinTech Startup TrueLayer Notches $70...

Quick Reads
Envestnet Acquires Revenue and Billing Management Platform Redi2 Technologies

July 06, 2022
Wealth management technology firm Envestnet on Wednesday (July 6) acquired revenue management and global financial services industry fee-billing solution Redi2 Technologies, according to a joint press release. The Redi2 acquisition helps Envestnet create more connections across its financial wellness ecosystem for asset managers, wealth managers and registered investment advisers (RIAs), the release said. “Redi2 is […]

Wealth Management Service Envestnet Partners With Door

April 20, 2022
Wealth management technology firm Envestnet has teamed up with risk management platform Door to streamline and optimize its research on asset managers and their strategies, the companies said in a...

Wealth Tech Firm Envestnet Buys FinTech Startup Harvest Savings

April 08, 2021
Wealth management technology firm Envestnet has acquired FinTech startup Harvest Savings & Wealth Technologies for an undisclosed amount.  “We are striving to empower intelligent, connected financial lives, creating a holistic...