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5 things Envestnet is doing to grow even faster than most of its clients

The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

Author Brooke Southall May 28, 2013 at 6:05 AM
3 Comments
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Jud Bergman: We've identified about a dozen advisors and two enterprises that want to be [involved] during this first period of introduction of the [quantitative portfolios].

TAMPs


Jeff Spears

Jeff Spears

May 28, 2013 — 9:48 PM

Envestnet’s platform is definitely scalable for the small to medium size RIA.

What will be of interest to me is can they build a compelling offering for the high end RIA that is scalable.

HighTower believes the answer to my question is yes.

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Related Moves

January 9, 2024 at 4:09 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Bill Crager makes critical hire of 'step back from the numbers,' Joshua Warren, replacing 'brother' Pete D'Arrigo at CFO; Warren had a big role at BlackRock -- Envestnet's biggest stakeholder

The Envestnet CEO gets 'very, very impressive' 43 year-old BlackRock exec; the New York asset manager happens to be Envestnet's largest stakeholder.

September 27, 2023 at 2:48 AM

See more related moves

Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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