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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

Author Brooke Southall July 23, 2020 at 1:42 AM
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Dani Fava: I have been able to get to know Envestnet's unified technology platform through our deep integrations over the years.

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April 2, 2020 at 2:34 AM

Envestnet quietly cleans up a mess behind take-private veil • Michael Kim is now a two-TAMP CEO • Bill Ackman scolds Trump, Lutnick for tariff overkill, alleged conflicts •

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January 11, 2025 at 3:01 AM

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

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



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