When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

For the quarter ended September 2024, Envestnet (ENV) reported revenue of $345.95 million, up 9.2% over the same period last year. EPS came in at $0.70, compared to $0.56 in the year-ago quarter.The ...

Omaha, Nebraska-based Axos Clearing, a subsidiary of Axos Financial, has partnered with wealthtech platform Envestnet.

BERWYN, Pa. (AP) — BERWYN, Pa. (AP) — Envestnet Inc. (ENV) on Thursday reported a loss of $1.7 million in its third quarter. The Berwyn, Pennsylvania-based company said it had a loss of 3 cents per ...

Envestnet (ENV) delivered earnings and revenue surprises of 2.94% and 1.23%, respectively, for the quarter ended September 2024. Do the numbers hold clues to what lies ahead for the stock?

The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to ...

BERWYN, PA — Envestnet (NYSE: ENV) has launched the Options Strategy Quantitative Portfolio (QP) to help investors manage ...

The latest addition to the platform's quantitative portfolio suite aims to help advisors blunt the risks of stock ...

Axos Clearing has tapped advisor technology giant Envestnet to make its managed account offering available on the Axos ...

The partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.

In direct indexing, which is a strategy used within a separately managed account, advisors recreate an index by purchasing investments directly, allowing for greater customization on the advisor’s ...

Catalyst Capital Advisors LLC bought a new stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) in the 3rd quarter, ...