Envestnet's acquisition of business intelligence firm Truelytics, announced Wednesday, is a play to expand the wealth management giant’s offerings for small ...

Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a ...

Digital wealth management company Envestnet announced new technology platforms and an internal automation drive during its first-quarter earnings presentation last ...

Financial advice technology firm Envestnet today announced its acquisition of Harvest Savings & Wealth Technologies, a platform that provides automated ...

October has seen many new hires in banking and technology around the industry. Big banks like Fifth Third, U.S. Bank ...

The coronavirus pandemic has transformed wealth management. Wealth management and advisory has traditionally been an area of financial services that ...

The impact of Visa’s Plaid acquisition for $5.3 billion continues to fuel speculation about the future of data aggregator Yodlee, ...

On the heels of Visa's acquisition of data aggregator Plaid for $5.3 billion, industry watchers are questioning whether this might ...

Even large technology companies can't get a simple email right. That's what happened Tuesday when Envestnet Yodlee errantly blasted out a ...

Context is king in financial services today. The rich data delivered around transactions, particularly from mobile devices, is fueling the growth ...