1030:
22:
1035:
475:, a cloud-based data analytics company that provides account aggregation and various financial software, for $ 660 million. In the same year, Envestnet also acquired online investment platform Upside in February and financial-planning software provider Finance Logix in May. Envestnet stated that their main goal was to drive the acquisitions to provide a full suite of technology offerings for financial advisers.
194:
75:
375:
357:
336:
522:
Envestnet and Yodlee was sued in August of 2020 for collecting users' data without customer knowledge. The plaintiff, Deborah Wesch of New Jersey, accuses Yodlee and
Envestnet of failing to "adequately protecting consumer data and have failed to put in place sufficient security protocols in the
504:. The woman, 34-year-old Emilie Ross, and the taxi driver, 42-year-old Berkant Ramadan Ahmed, were also killed in the crash. Ross was allegedly under the influence of alcohol and driving on the wrong side of the highway. Crager took over as interim chief executive officer.
524:
1096:
937:
1101:
519:
In March 2020, Crager was named permanent CEO after serving as the interim CEO since
October 2019. In April 2024, Board chairman Jim Fox became interim CEO following Crager's departure.
1111:
1131:
523:
United States". Envestnet filed a motion to dismiss the lawsuit and successfully rid four of the ten claims, the remainder of which were not dismissed. Judge Sallie Kim of the
85:
1072:
432:
for its collection of consumer financial data. The company filed a motion to dismiss in
November of 2020, which was partially granted but partially denied by the court.
750:
1126:
1121:
888:
1116:
789:
611:
1106:
99:
of the topic and provide significant coverage of it beyond a mere trivial mention. If notability cannot be shown, the article is likely to be
1065:
421:
and institutions. The company's main product is an advisory platform that integrates the services and software used by financial advisors in
534:
In July 2024, Envestnet agreed to be acquired by a consortium of investors for $ 4.5 billion. The buyer group included private equity firm
863:
1091:
813:
639:"Privacy Litigation Updates for the Financial Services Sector: Claims Against Yodlee Survive and Limited Discovery of Envestnet Allowed"
913:
845:
692:
170:
56:
722:
41:
Please help improve this article by looking for better, more reliable sources. Unreliable citations may be challenged and removed.
1058:
668:
592:
547:
96:
551:
531:
claim lacked sufficient evidence to be justified; nevertheless, Judge Kim allowed the six remaining claims to be heard.
493:
453:
and went public on 28 July 2010. It priced at $ 9; at the bottom of the range of $ 9–$ 10. The major underwriters were
151:
123:
323:
488:
Bergman and his wife, 57-year-old Mary Miller, were killed on
October 3, 2019, when a 34-year-old woman crashed her
92:
35:
130:
108:
638:
938:"Bill Crager Announces Decision to Transition from CEO of Envestnet after more than two decades at the Company"
30:
1029:
450:
446:
350:
233:
137:
21:
1010:
535:
119:
543:
414:
340:
293:
955:
418:
256:
104:
889:"JPMorgan Chase, Envestnet l Yodlee Sign Agreement to Increase Customers' Control of Their Data"
827:
422:
100:
700:
445:
Envestnet was founded by Jud
Bergman in 1999, with Bill Crager as co-founder. The company's
1034:
574:
1042:
774:
508:
454:
216:
144:
417:
corporation which develops and distributes wealth management software and products to
1085:
497:
299:
224:
429:
1005:
956:"Wall Street groups to buy wealth management software maker Envestnet for $ 4.5bn"
1041:
This article about a financial services corporation of the United States is a
501:
489:
242:
202:
539:
482:
1000:
193:
751:"Envestnet acquires data-analytics and account-aggregation company Yodlee"
995:
462:
478:
In
November 2017, the company introduced a redesigned Tamarac platform.
485:
invested $ 123 million to acquire a 4.9% equity stake in the company.
1015:
237:
723:"Top 12 Crucial Technology Happenings Affecting RIAs in 2012, Part 2"
472:
458:
525:
United States
District Court for the Northern District of California
864:"Envestnet founder and CEO Jud Bergman killed in automobile crash"
366:
91:
Please help to demonstrate the notability of the topic by citing
68:
15:
511:
to protect Chase's customers' financial data through an API.
428:
Envestnet received controversy in 2020 when it was sued in a
984:
775:"Envestnet buys fin-tech company Yodlee for $ 590 million"
1097:
Online financial services companies of the United States
465:. The company raised $ 63M by selling 7 million shares.
1046:
468:
In 2012, Envestnet purchased
Tamarac for $ 54 million.
399:
846:"4 die after wrong-way crash on San Francisco highway"
669:"Envestnet, Yodlee Sued Over Consumer Data Collection"
507:
In
December 2019, Envestnet entered an agreement with
86:
notability guidelines for companies and organizations
612:"Envestnet is the industry's 800-pound tech gorilla"
790:"Envestnet adds easier document storage to Tamarac"
394:
384:
364:
349:
330:
316:
306:
288:
280:
262:
252:
222:
212:
200:
1102:Financial services companies established in 1999
1112:Companies listed on the New York Stock Exchange
1132:United States financial services company stubs
1066:
8:
186:
814:"BlackRock takes equity stake in Envestnet"
1073:
1059:
828:"Jud Bergman (1957-2019) | Envestnet"
192:
185:
171:Learn how and when to remove this message
57:Learn how and when to remove this message
563:
284:Jud Bergman (1957–2019) and Bill Crager
569:
567:
538:, along with asset management giants
7:
1026:
1024:
744:
742:
740:
662:
660:
658:
633:
631:
725:. United States: RIABiz. RIABiz LLC
471:In August 2015, Envestnet acquired
183:American financial services company
1127:Announced mergers and acquisitions
492:into the taxi they were riding on
14:
914:"Envestnet names Bill Crager CEO"
721:Shidler, Lisa (21 January 2013).
1033:
1028:
527:also ruled that the plaintiffs'
374:
373:
356:
355:
335:
334:
73:
20:
1122:1999 establishments in Illinois
324:Interim Chief Executive Officer
1117:Financial technology companies
1:
1107:2010 initial public offerings
991:Business data for Envestnet:
1045:. You can help Knowledge by
552:State Street Global Advisors
268:; 25 years ago
1148:
1092:Companies based in Chicago
1023:
593:"Envestnet 2023 Form 10-K"
93:reliable secondary sources
82:The topic of this article
191:
84:may not meet Knowledge's
360:US$ 5.8 trillion (2023)
447:initial public offering
29:Some of this article's
794:www.investmentnews.com
755:www.investmentnews.com
616:www.investmentnews.com
449:of stock filed on the
893:www.businesswire.com
749:Malito, Alessandra.
610:Malito, Alessandra.
599:. February 28, 2024.
597:www.businesswire.com
544:Fidelity Investments
415:financial technology
294:Berwyn, Pennsylvania
697:Renaissance Capital
693:"Profile Not Found"
386:Number of employees
188:
548:Franklin Templeton
481:In November 2018,
419:financial advisors
257:Financial services
88:
1054:
1053:
832:www.envestnet.com
423:wealth management
408:
407:
390:3,100 (2023)
378:US$ 1.877 billion
181:
180:
173:
155:
83:
67:
66:
59:
1139:
1075:
1068:
1061:
1037:
1032:
1025:
988:
987:
985:Official website
970:
969:
967:
966:
952:
946:
945:
934:
928:
927:
925:
924:
910:
904:
903:
901:
900:
885:
879:
878:
876:
875:
860:
854:
853:
842:
836:
835:
824:
818:
817:
810:
804:
803:
801:
800:
788:InvestmentNews.
785:
779:
778:
771:
765:
764:
762:
761:
746:
735:
734:
732:
730:
718:
712:
711:
709:
708:
699:. Archived from
689:
683:
682:
680:
679:
664:
653:
652:
650:
649:
635:
626:
625:
623:
622:
607:
601:
600:
589:
583:
582:
575:"Press Releases"
571:
404:
401:
379:
377:
376:
369:
359:
358:
344:
338:
337:
276:
274:
269:
196:
189:
176:
169:
165:
162:
156:
154:
113:
77:
76:
69:
62:
55:
51:
48:
42:
24:
16:
1147:
1146:
1142:
1141:
1140:
1138:
1137:
1136:
1082:
1081:
1080:
1079:
1020:
983:
982:
979:
974:
973:
964:
962:
954:
953:
949:
936:
935:
931:
922:
920:
912:
911:
907:
898:
896:
887:
886:
882:
873:
871:
862:
861:
857:
844:
843:
839:
826:
825:
821:
812:
811:
807:
798:
796:
787:
786:
782:
773:
772:
768:
759:
757:
748:
747:
738:
728:
726:
720:
719:
715:
706:
704:
691:
690:
686:
677:
675:
666:
665:
656:
647:
645:
637:
636:
629:
620:
618:
609:
608:
604:
591:
590:
586:
573:
572:
565:
560:
517:
443:
438:
413:is an American
411:Envestnet, Inc.
398:
387:
372:
365:
339:
319:
309:
302:
296:
272:
270:
267:
248:
227:
205:
187:Envestnet, Inc.
184:
177:
166:
160:
157:
114:
112:
90:
78:
74:
63:
52:
46:
43:
40:
25:
12:
11:
5:
1145:
1143:
1135:
1134:
1129:
1124:
1119:
1114:
1109:
1104:
1099:
1094:
1084:
1083:
1078:
1077:
1070:
1063:
1055:
1052:
1051:
1038:
1022:
1021:
1019:
1018:
1013:
1008:
1003:
998:
992:
989:
978:
977:External links
975:
972:
971:
947:
929:
905:
880:
868:InvestmentNews
855:
837:
819:
805:
780:
766:
736:
713:
684:
667:Berman, Jeff.
654:
627:
602:
584:
579:Envestnet, Inc
562:
561:
559:
556:
516:
513:
509:JPMorgan Chase
455:Morgan Stanley
442:
439:
437:
434:
406:
405:
396:
392:
391:
388:
385:
382:
381:
370:
362:
361:
353:
347:
346:
332:
328:
327:
320:
317:
314:
313:
310:
307:
304:
303:
298:
292:
290:
286:
285:
282:
278:
277:
264:
260:
259:
254:
250:
249:
247:
246:
240:
230:
228:
223:
220:
219:
214:
210:
209:
206:
201:
198:
197:
182:
179:
178:
81:
79:
72:
65:
64:
31:listed sources
28:
26:
19:
13:
10:
9:
6:
4:
3:
2:
1144:
1133:
1130:
1128:
1125:
1123:
1120:
1118:
1115:
1113:
1110:
1108:
1105:
1103:
1100:
1098:
1095:
1093:
1090:
1089:
1087:
1076:
1071:
1069:
1064:
1062:
1057:
1056:
1050:
1048:
1044:
1039:
1036:
1031:
1027:
1017:
1014:
1012:
1009:
1007:
1004:
1002:
999:
997:
994:
993:
990:
986:
981:
980:
976:
961:
957:
951:
948:
943:
939:
933:
930:
919:
915:
909:
906:
894:
890:
884:
881:
869:
865:
859:
856:
851:
847:
841:
838:
833:
829:
823:
820:
815:
809:
806:
795:
791:
784:
781:
776:
770:
767:
756:
752:
745:
743:
741:
737:
724:
717:
714:
703:on 2010-08-13
702:
698:
694:
688:
685:
674:
670:
663:
661:
659:
655:
644:
640:
634:
632:
628:
617:
613:
606:
603:
598:
594:
588:
585:
580:
576:
570:
568:
564:
557:
555:
553:
549:
545:
541:
537:
532:
530:
526:
520:
514:
512:
510:
505:
503:
499:
498:San Francisco
495:
491:
486:
484:
479:
476:
474:
469:
466:
464:
460:
456:
452:
448:
440:
435:
433:
431:
426:
424:
420:
416:
412:
403:
397:
393:
389:
383:
371:
368:
363:
354:
352:
348:
343:1.245 billion
342:
333:
329:
325:
321:
315:
311:
305:
301:
300:United States
295:
291:
287:
283:
279:
265:
261:
258:
255:
251:
244:
241:
239:
235:
232:
231:
229:
226:
221:
218:
215:
211:
207:
204:
199:
195:
190:
175:
172:
164:
153:
150:
146:
143:
139:
136:
132:
129:
125:
122: –
121:
117:
116:Find sources:
110:
106:
102:
98:
94:
87:
80:
71:
70:
61:
58:
50:
38:
37:
32:
27:
23:
18:
17:
1047:expanding it
1040:
963:. Retrieved
959:
950:
941:
932:
921:. Retrieved
917:
908:
897:. Retrieved
895:. 2019-12-05
892:
883:
872:. Retrieved
870:. 2019-10-04
867:
858:
849:
840:
831:
822:
808:
797:. Retrieved
793:
783:
769:
758:. Retrieved
754:
727:. Retrieved
716:
705:. Retrieved
701:the original
696:
687:
676:. Retrieved
673:ThinkAdvisor
672:
646:. Retrieved
642:
619:. Retrieved
615:
605:
596:
587:
578:
536:Bain Capital
533:
528:
521:
518:
515:2020–present
506:
487:
480:
477:
470:
467:
444:
430:class action
427:
410:
409:
380: (2023)
367:Total assets
345: (2023)
289:Headquarters
213:Company type
167:
158:
148:
141:
134:
127:
115:
53:
44:
33:
1011:SEC filings
729:13 February
494:Highway 101
308:Area served
243:S&P 600
120:"Envestnet"
97:independent
34:may not be
1086:Categories
965:2024-07-12
960:www.ft.com
942:sjo3ekt.js
923:2020-05-29
918:sjo3ekt.js
899:2020-01-06
874:2020-09-23
799:2018-01-12
760:2017-06-16
707:2021-02-01
678:2022-01-05
648:2022-01-05
621:2017-06-16
558:References
502:California
490:Volkswagen
318:Key people
203:Trade name
161:March 2022
131:newspapers
105:redirected
47:March 2022
996:Bloomberg
850:abc10.com
540:BlackRock
529:alter ego
483:BlackRock
441:1999–2020
400:envestnet
322:Jim Fox (
312:Worldwide
245:component
225:Traded as
208:Envestnet
95:that are
643:JD Supra
463:Barclays
253:Industry
36:reliable
1006:Reuters
436:History
395:Website
331:Revenue
281:Founder
271: (
263:Founded
236::
145:scholar
109:deleted
1016:Yahoo!
1001:Google
550:, and
473:Yodlee
461:, and
459:UBS AG
217:Public
147:
140:
133:
126:
118:
101:merged
152:JSTOR
138:books
107:, or
1043:stub
731:2017
451:NYSE
402:.com
341:US$
273:1999
266:1999
234:NYSE
124:news
496:in
351:AUM
238:ENV
1088::
958:.
940:.
916:.
891:.
866:.
848:.
830:.
792:.
753:.
739:^
695:.
671:.
657:^
641:.
630:^
614:.
595:.
577:.
566:^
554:.
546:,
542:,
500:,
457:,
425:.
297:,
103:,
1074:e
1067:t
1060:v
1049:.
968:.
944:.
926:.
902:.
877:.
852:.
834:.
816:.
802:.
777:.
763:.
733:.
710:.
681:.
651:.
624:.
581:.
326:)
275:)
174:)
168:(
163:)
159:(
149:·
142:·
135:·
128:·
111:.
89:.
60:)
54:(
49:)
45:(
39:.
Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.
