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40 articles
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
It's been six months since Visa agreed to a wild valuation for the seven year-old Yodlee competitor that caused wealth fintechs to retain investment bankers left and right. Now Plaid faces two class action suits
Opening up their APIs gives both powerhouses the ability to share data while also making it more secure -- it also puts them back in the driver's seat in choosing who gets it.
With the Redwood City-based analytics unit's possible sale put to bed for now, the Chicago firm reveals new worries about data privacy and competition but Envestnet proper's automated platform is the bomb in pandemic shutdown
With Jud Bergman gone at a chairman, a power struggle ensued to fill that spot, and the process dragged when taking the company private came under review
'Large private-equity firms, in particular, are said to be interested,' Barron's reports, but who's driving the conversation--the company, news media or speculators?
Three Capitol Hill Democrats urged the Federal Trade Commission to probe the small firm -- and nobody else -- with little explanation of where its practices allegedly diverge from the norm
The Silicon Valley credit card king positions itself in the Yodlee data aggregation world by buying a San Francisco startup, which serves Betterment, Acorns and others.
The 62 year-old Envestnet CEO, chairman and co-founder was in a taxi crash in San Francisco with suspected drunk driver; Miller founded Hanover Hill Wealth Advisors in Chicago
Owner of FinancialApps -- and his famous lawyer -- charge in court papers the Chicago-based outsourcer feigned interest in being a long-term software partner but misappropriated a data app; Injunction and damages sought that would be 'very bad' outcome, analyst says
HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?
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
The $6-trillion New York mega-manager buys 5% stake in the $2-trillion Chicago clearinghouse to get most-favored-vendor status in 'open architecture' environment
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
Ric Edelman is an early Envestnet 'wellness' pilot and Yodlee's expanding margins are -- maybe -- a good sign for that unit as it moves toward break-even
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