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.

Envestnet (ENV) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.56 per share a year ago. These figures are ...

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

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 ...

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 ...

Envestnet Inc (NYSE:ENV) is set to release its Q3 2024 earnings on Nov 7, 2024. The consensus estimate for Q3 2024 revenue is ...

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 ...