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Envestnet Mergers & Acquisitions

Envestnet M&A Summary

Envestnet has acquired 15 companies of its own, including 4 in the last 5 years. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

Envestnet’s largest acquisition to date was in 2015, when it acquired Yodlee for $660M. Envestnet has acquired in 10 different US states. The Company’s most targeted sectors include software (34%) and financial services (27%).

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity15
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Envestnet

Envestnet, Inc.

1000 Chesterbrook Boulevard, Suite 250,
Berwyn, Pennsylvania 19312
United States,
(312) 827-2800
www.envestnet.com

All (16) Buy (15) Sell (1)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-06-25 Yodlee · Internet Software and Services
Berwyn, Pennsylvania · www.yodlee.com

Yodlee specializes in open finance, data aggregation, and analytics solutions for financial institutions and fintech companies. Yodlee was founded in 1999 and is based in Redwood City, California.

- Divestiture

STG PE
Advisors: Jefferies , KPMG Corporate Finance , Paul Hastings , RBC Capital Markets

Envestnet
Advisors: BofA Securities , Ropes & Gray


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