Envestnet Inc.

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  Envestnet to Acquire Prudential Bank Wealth Management Unit

  By James J. Green, AdvisorOne  |  April 12, 2013

  The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.

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  Envestnet Brings Holistic Wealth Management Platform to Symetra

  By Joyce Hanson, AdvisorOne  |  November 5, 2012

  Envestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.

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  Schwab, Envestnet Join Forces in Data Integration Deal

  By Joyce Hanson, AdvisorOne  |  May 18, 2012

  Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.

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  Envestnet Closes on Prima Capital Acquisition

  By James J. Green, AdvisorOne  |  April 9, 2012

  Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.

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  Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs

  By James J. Green, AdvisorOne  |  February 16, 2012

  Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.

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  Envestnet to Acquire Prima Capital for $13.7 Million in Cash

  By James J. Green, AdvisorOne  |  February 10, 2012

  Seller Broadridge says Prima is “profitable … but not core.” Prima CEO Gib Watson to run new business unit at Envestnet.

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  Top Portfolio Products: New PIMCO, State Street Funds

  By Marlene Y. Satter, AdvisorOne  |  January 15, 2012

  Plus other new products and portfolios are launched by Franklin Templeton, SteelPath, Brown and Envestnet.

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  Envestnet Closes on Acquisition of FundQuest

  By James J. Green, AdvisorOne  |  December 13, 2011

  Envestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.

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  Envestnet Launches Weekly Market Calls for Advisors

  By James J. Green, AdvisorOne  |  September 27, 2011

  “Market Morning” conference calls will provide access to Envestnet, outside experts.

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  ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data

  By Joyce Hanson, AdvisorOne  |  August 24, 2011

  ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.