Articles tagged "Envestnet Inc."
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Orion buys HiddenLevers after a long collaboration to get an edge over companies like Envestnet in the hotly competitive risk analysis and analytics business
CEO Eric Clarke was able to convince the Atlanta software company's fiercely independent owners that a partnership bolstered both
March 9, 2021 at 2:01 PM
Orion buys $10-billion TAMP to take on Envestnet and AssetMark head-on for mega-accounts
Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs
April 11, 2018 at 2:03 PM
HighTower closes $450-million deal that ups advisor stake, inks deal with Elliot Weissbluth
The Chicago-based roll-up sold '50-60%' stake -- for $350 million plus $100 million
February 10, 2018 at 12:40 AM
Publicly traded 'RIA' stocks are having a banner 2017
Wall Street is loving shares of Schwab, Envestnet, Morningstar and LPL
December 8, 2017 at 12:28 AM
After leaving Envestnet, Jay Hummel pops up at American Century with a 21st century plan
The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action
