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f3f8b-us-envestnet-inc
Envestnet, Inc.
Location
Pennsylvania
Founded
1999-01-26
Website
https://www.envestnet.com
Articles
1236 Articles
Category
Investment Advice
Prepackaged Software
Business Services, Not Elsewhere Classified
Description
Envestnet is a company that empowers advisors with the technology, data, investment solutions, and services they need to deliver better financial outcomes for their clients. They aim to make financial wellness a reality for more people. Envestnet's brand supports this mission and they have a unified platform symbolized by the Envestnet chevron. They emphasize the importance of maintaining the integrity of their logo and branding elements for brand consistency. They also provide guidelines for logo usage, colors, typography, and photography.
Envestnet, a U.S. vendor
of software that helps manage investments, is exploring options
that could include a potential sale after receiving takeover
interest, people familiar with the matter said on...
The closing of the Omaha, Neb. and Berwyn, Pa. brands creates one Orion brand that will begin cross-selling software and asset-management products as early as October, with a profile more like Envestnet.
The San Francisco-brokerage is private-labelling MoneyGuidePro plan software and Yodlee for aggregated account data, to launch free retirement planning onto the market ahead of closing its merger with TD Ameritrade.
Jeff and Bruce get the details on Dani Fava’s celebrated move to Envestnet and why it matters to advisers. After that, they dissect the missing assets at GPB Capital, explain the pros and cons of zero-fee ETFs, look at the headaches of fintech
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