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Envestnet

BERWYN, PA
CRD: 111694
In PWD coverage since September 14, 2026 · 16+ stories
$615BRegulatory AUMSEC Form ADV · Oct 3
532EmployeesForm ADV
7Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide · Tamarac — coverage
Sep 16, 26Fund launchMoneyGuide — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedVestmark — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedVestmark · — coverage
Sep 3, 26Deal announcedTamarac — coverage
PWD coverage
Moves

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIABiz reports Envestnet is backfilling Molly Weiss's product brief while UBS turns its US wealth franchise over to former Schwab executive Naureen Hassan.
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
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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