Displaying 12 results
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Envestnet exploring sale of Yodlee
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Envestnet’s CEO advocates for federal standard on data privacy
The chief executive officer is working with regulators to help build a federal rule to govern data usage
Envestnet inks data-sharing deal with Wells Fargo amid FTC inquiry
The agreement is meant to increase protection of consumer data shared with supported apps
Envestnet hit with data security lawsuit
The complaint claims Yodlee’s distribution of client data caused thousands of dollars in economic losses to each individual involved
Envestnet denied motion to dismiss claims in $100 million lawsuit
A Delaware judge denied the TAMP's motion to dismiss the allegations, which include fraud and trade secret misappropriation
Envestnet Yodlee to launch client data analytics tool for advisers
Insight Solutions gives advisers access to additional client data points for a fee
Schwab and Envestnet Yodlee strike deal on data sharing
Clients will be able to connect with 1,200 providers on the data aggregator's platform
Former Trump lawyer suing Envestnet Yodlee
Marc Kasowitz's client, FinApps, claims Envestnet Yodlee stole its credit risk assessment technology.
Envestnet Yodlee raises the bar with AI-powered apps
The company sets a new standard not only in technical prowess, but in understanding how people want to use technology.
Envestnet acquires data-analytics and account-aggregation company Yodlee
This marks the wealth management software and service provider's third acquisition so far this year as it builds out its suite of tech offerings for advisers.
