Browsing Tag
Envestnet
4 posts
Envestnet to acquire Vestmark as wealth technology platform expands trading capabilities
Envestnet has agreed to acquire Vestmark, bringing institutional trading, tax-transition and portfolio-management technology into a platform associated with roughly $8 trillion of assets, although overlapping customers mean the asset figures cannot simply be added together.
September 10, 2026
Bain Capital completes $4.5bn acquisition of financial technology firm Envestnet
Bain Capital has officially completed its $4.5 billion acquisition of Envestnet, a renowned leader in wealth management technology.…
November 26, 2024
Massive $4.5bn deal: Envestnet set for major shift with Bain Capital takeover!
Envestnet, Inc., a premier provider of integrated technology and wealth management solutions, has entered into a definitive agreement…
July 11, 2024
Tata Consultancy Services to help Envestnet D&A in digital transformation journey
Indian IT services provider Tata Consultancy Services (TCS) has joined forces with Envestnet Data and Analytics (Envestnet D&A)…
March 16, 2023