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Envestnet shares spike, but fundamentals reassure Wall Street, rather than big future annuity profits, gaining 2,300 Schwab RIAs on the cheap and diminished Yodlee pain

Replicating SMA success on insurance side and tripling Tamarac customers is exciting but analysts may be more attuned to earnings growth and billions in 'conversions' to subscriptions

Author Lisa Shidler February 27, 2019 at 7:14 AM
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Jud Bergman: “We expect the insurance exchange will be a solid contributor to our growth in subscription based revenue in 2019.

Jud Bergman


Stu Mayhew

Stu Mayhew

February 27, 2019 — 9:11 PM
In today’s wealth space which has come to be characterized by many phony imposter “FinTech Platforms” of notoriety, Envestnet stands out as talking the talk and walking the walk

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Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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