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Envestnet Acquisitions

Envestnet has acquired 15 companies and its latest acquisition was Redi2 Technologies, Inc. on Jul 2022

Unlock 12 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Redi2 Technologies, Inc.

Jul 2022

Source »
undisclosed
Redi2 is a Massachusetts-based SaaS platform that offers solutions such as revenue management, billing, and invoice management for asset and wealth managers.
401kplans.com LLC

Jun 2022

Source »
undisclosed
401kplans.com is a Florida-based digital platform that offers solutions such as retirement plan distribution and due diligence for financial advisors and third-party administrators.
Truelytics, Inc.

May 2022

Source »
undisclosed
Truelytics is a Massachusetts-based advisor transition management platform that offers solutions such as succession planning and practice management for the financial sector.
Harvest Savings & Wealth Technologies, Inc.

Apr 2021

Source »
undisclosed
Harvest is a California-based fintech platform that provides automated digital advisory, micro-savings, and account opening solutions for the banking sector in the USA.
MoneyGuide, Inc.

Mar 2019

Source »
$500M
MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions.

Frequently Asked Questions about Envestnet

  1. What companies did Envestnet acquire?

    Companies acquired by Envestnet include Redi2, 401kplans.com and Truelytics

  2. How many acquisitions does Envestnet have?

    Envestnet has acquired 15 companies including Redi2, 401kplans.com and Truelytics.

  1. How many acquisitions did Envestnet make in 2022?

    In 2022 Envestnet acquired 3 companies including Redi2, 401kplans.com and Truelytics.