Envestnet Inc.

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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.

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  Envestnet May Not Be Finished With Acquisitions After FundQuest Deal

  By James J. Green, AdvisorOne  |  August 19, 2011

  Envestnet Chairman Jud Bergman says more acquisitions possible following $24 million deal for TAMP provider.

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  Envestnet to Acquire TAMP FundQuest for $24 Million

  By James J. Green, AdvisorOne  |  August 8, 2011

  Envestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider

• Envestnet, ByAllAccounts Partner on Data Aggregation

  By Marlene Y. Satter, AdvisorOne  |  July 12, 2011

  A partnership between Envestnet and NyAllAccounts aims to streamline administrative tasks to help advisors grow client wealth.

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  Portfolio Products Round-Up: UBS-Wells Fargo, Envestnet, National Advisors Trust, SPDR ETFs

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  May 2, 2011

  As fund companies enter the second quarter of 2011, product deals have come from a diverse range of shops, including UBS in a deal with Wells Fargo, Envestnet in a strategic initiative with Vestmark and National Advisors Trust in partnerships with Advisors Asset Management and EPIC Advisors Inc.

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  Envestnet, Brinker Capital Partner on Absolute Return SMA

  By James J. Green, AdvisorOne  |  April 20, 2011

  Envestnet puts Brinker’s Crystal Strategy alternatives portfolio on its platform.

• Envestnet Continues Expansion With Two More High-Profile Hires

  By James J. Green, AdvisorOne  |  March 22, 2011

  John Fitzpatrick, ex-Fidelity, and Sean Mullen, ex-Fortigent join Envestnet in sales, SMA consulting roles.

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  Envestnet Views SEC’s Fiduciary Standard as Opportunity for Advisors

  By Joyce Hanson, AdvisorOne  |  January 24, 2011

  Envestnet has aligned itself in favor of the SEC’s decision to proceed with a uniform fiduciary standard, says James Patrick of Advisor Managed Programs.

• Envestnet IPO Stock Starts Trading on NYSE

  By James J. Green, AdvisorOne  |  July 29, 2010

  Ringing the bell to start the day of trading at the New York Stock Exchange on Thursday, July 29, Envestnet Inc. formally became a public company under the ticker ENV.

• Envestnet's $100 Million IPO Comes as Advisors Seek More Market Transparency

  By Joyce Hanson, AdvisorOne  |  May 21, 2010

  Envestnet Inc., a Chicago-based investment technology provider, has filed for an initial public offering of common stock with the Securities and Exchange Commission (SEC) in hopes of reaping a $100 million cash infusion.