Envestnet

Envestnet

Envestnet

Empower your practice
Type
B2b
Founded
1999
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Featured on
Alexa global traffic share
Twitter followers
Latest funding
Undisclosed amount
Undisclosed funding - 2003
Upfront Ventures
Undisclosed amount
Undisclosed funding - 2000
Upfront Ventures
Team Size
1–10
Employees
Finextra

Envestnet | Yodlee names Jason O’Shaughnessy head, international sales

Finextra

Wells Fargo inks data exchange agreement with Envestnet | Yodlee

Crowdfund Insider

Envestnet | Yodlee Announces Financial Data Access Agreement With Charles Schwab

Pulse 2.0

Envestnet and Dynasty Financial Partners Launching Advisor Services Exchange

Finextra

JPMorgan Chase inks data sharing deal with Envestnet | Yodlee

Finextra

Envestnet | Yodlee launches risk insight tool

Finextra

Envestnet/Yodlee unveil AI FinCheck

Stock markets
Finextra

Envestnet | Yodlee names Matt Cockayne VP, sales, Emea

Apps & Services Technology
Finextra

Envestnet completes acqusition of FolioDynamix

PE HUB

| Envestnet closes FolioDynamix buy

Stock markets Cloud
Finextra

Token and Envestnet/Yodlee form strategic partnership

Cloud
PE HUB

Envestnet to buy FolioDynamix for $195 mln

Stock markets Cloud Strategy
Finextra

Envestnet/Yodlee debuts AI-based FinCheck Wellness app

Finextra

Plaid settles patent suit filed by Envestnet/Yodlee

Legal
Finextra

Envestnet | Yodlee joins forces with Varo Money

Stock markets Apps & Services
Finextra

Envestnet/Yodlee unveils new fintech incubator class

Stock markets
Finextra

Backbase partners with Envestnet/Yodlee

Acquisition
prnewswire

Envestnet Acquires Wheelhouse Analytics

Finextra

Envestnet | Yodlee adds data to financial transaction reporting

Payments People Cloud
Finextra

Envestnet | Yodlee scores United Capital deal

Stock markets Cloud