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Envestnet

BERWYN, PA

CRD: 111694

In network coverage since September 15, 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

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Envestnet column says ultra-high-net-worth clients now expect family-office coordination

The WealthManagement.com column defines high-net-worth as $1 million to $5 million in investable assets and ultra-high-net-worth as anything above $30 million in investable assets, then argues those clients want coordinated family-office service without paying to build one.

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

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