Envestnet

16 results about this entity

Period: 01 May 2019 - 18 Mar 2024

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/wealth

Australia's HeirWealth turns on open banking

HeirWealth, a Sydney-based wealthtech that is on a mission to help high net worth families have better intergenerational conversations about money, has turned on open banking data sharing technology powered by global financial aggregator Envestnet | Yodlee.

/retail

Experian appoints Envestnet | Yodlee as open data API provider in Australia

Leading global information services company Experian has today announced the appointment of data aggregation and analytics platform Envestnet | Yodlee as its official Open Data API provider in Australia.

/wealth

Envestnet and FNZ team up

Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.

/wealth

Envestnet launches Wealth Data platform

Envestnet, Inc. (NYSE: ENV), today announced that it is accelerating the growth of its Data and Analytics business by launching the Wealth Data platform, a cloud-based data intelligence solution for wealth advisory firms, to allow home offices and financial advisors to connect and enrich all the data sources across their practice and provide their clients with actionable insights at scale – all on one platform.

/payments

Envestnet buys Redi2

Envestnet announced today that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry.

/retail

RBC inks data access deal with Envestnet | Yodlee

RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer base.

/people

Farouk Ferchichi named global head, Envestnet Data and Analytics

Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined capabilities of Envestnet | Yodlee, Envestnet Analytics (Wheelhouse), and Abe AI.

/retail

Jack Henry and Envestnet | Yodlee team on financial data access

Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry.

/markets

Envestnet invests in YieldX

Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship.

/retail

Envestnet | Yodlee connects with Intuit QuickBooks

Envestnet | Yodlee, a leading data aggregation and analytics platform for financial services, and Intuit QuickBooks, the global leading provider of financial planning and accounting software, have formed a collaboration to provide aggregated financial data and information to small businesses in multiple countries around the world, helping the financial management software company expand into new territories internationally.

/retail

Financial Dots signs with Envestnet for Open Banking

Financial Dots Limited has chosen Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for financial services, to provide open banking and non-open banking data services for its customers with an initial client focus in the United Kingdom.

/retail

Envestnet buys Harvest Savings & Wealth Technologies

Envestnet (NYSE: ENV) announced today it has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions.

Envestnet/Yodlee to power Open Banking for 86 400

Envestnet | Yodlee, the global leader in data aggregation and intelligence, and 86 400, Australia’s first “smartbank”, providing consumers with a personalized banking experience, are working together to advance financial solutions for Australians to achieve better financial wellness.

/people

Envestnet names Robert Coppola as CTO

Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer.

/retail

Wells Fargo inks data exchange agreement with Envestnet | Yodlee

Wells Fargo & Company (NYSE: WFC) announced today it has entered into a data exchange agreement with Envestnet | Yodlee, a leading financial data aggregation and analytics platform.

/wholesale

Envestnet unveils advisor analytics tools

Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity.

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