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Bain Capital to Take Envestnet Private

FinTech
 
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WealthStack

JULY 12, 2024

Top Stories

Bain Capital to Acquire Envestnet

Davis Janowski

Valued at $4.5 billion, the technology behemoth to advisors will be taken private with minority stakes from key strategic partners.

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Farther Reports $3B In AUM, New Hires

Davis Janowski

Among its new recruits is a team from Goldman Sachs Personal Financial Management.

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WMTV ON LOCATION

Keeping Pace With Compliance Regulations

Sponsored by United Planners Financial Services

Why recent trends have seen business owners shift to consolidation.

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Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

Valida Pau

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

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Bridgewater Co-CIO Sees AI Adding ‘Incredible Strength’ for Investors

Hema Parmar and Katherine Burton

Bridgewater's Greg Jensen said this current AI boom is nothing like the 1999 tech bubble.

FULL ARTICLE

The WealthStack Podcast

Strengthening Financial Futures With Healthcare Planning

Shannon Rosic

Caribou's Christine Simone details how healthcare planning can differentiate advisors.

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