Envestnet Plans $35M 'Surge' Investment in Tamarac RIA Platform
By Rob BurgessReport Studio, AI tools, Custom Model Solutions and MoneyGuide integration are among the new capabilities.
October 23, 2025
Envestnet Names New Chief Technology OfficerBhaskar Peddhapati has been charged with accelerating Envestnet’s technical roadmap and infusing AI into its platform.
October 09, 2025
Bill Crager, Former Envestnet CEO, Has a New GigCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.