Envestnet

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

Photo via Envestnet

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read

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