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Envestnet is a provider of technology-enabled products and services for financial advisors. The company's technology enhances advisor productivity and strengthens the wealth management process. It empowers enterprises and advisors to more fully understand their clients and deliver better outcomes. Envestnet was founded in 1999 and is based in Berwyn, Pennsylvania.
| Deal Context for Buyer | # |
|---|---|
| Overall | 15 of 15 |
| Sector: Software | 5 of 5 |
| Type: Add-on Acquisition | 12 of 12 |
| State: Massachusetts | 1 of 1 |
| Country: United States | 15 of 15 |
| Year: 2022 | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-01 |
401kplans
Naples, Florida, United States 401kplans is a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors and third-party administrators. The 401kplans digital marketplace, available online and via mobile app, walks advisors through a documented due diligence process when considering plan providers. The platform enables advisors to eliminate time-consuming manual proposal requests, quickly compare recordkeepers, and evaluate investment options. 401kplans is based in Naples, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-25 |
Yodlee
Berwyn, Pennsylvania, United States 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. |
Sell | - |
