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Latest Envestnet News & Updates

See the latest news and media coverage for Envestnet. We track all announcements, press releases, and industry mentions in real time, all in one place.

Company icon
Envestnet

Wealth management technology and investment solutions provider

envestnet.com
Headquarters
Berwyn, United States
Company type
Private company
Number of employees
2,500–5,000
Industry
Financial Technology (Fintech)

Last updated

Latest news about Envestnet

In short: Envestnet agreed to acquire Vestmark, sold Yodlee, and advanced its $1B growth push in Tamarac, tax and AI tools.

Company announcements

Envestnet

Envestnet launches Tamarac R3 2026 enhancements

The release improves advisor reporting with Report Studio features, deepens CRM integration via Trading data sync, and streamlines the Client Portal experience for firms.

Envestnet

Envestnet agrees to acquire Vestmark

The deal extends Envestnet's trading and tax capabilities, expected to close in Q4 2026 pending conditions.

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Media coverage

Wealth Management

Envestnet Sells Yodlee to Private Equity Firm

Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a...

Financial Planning

Envestnet going private in planned $4.5B deal with PE firms, BlackRock, Fidelity and others

Wealthtech platform titan Envestnet has agreed to be acquired by private equity firm Bain Capital in a planned $4.5 billion cash deal announced on July...

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