Forum Investment Group Selected for Envestnet UMA Platform Interval Fund Lineup, Featuring Forum Real Estate Income Fund (FORAX)

DENVER--(BUSINESS WIRE)--Forum Investment Group (“Forum”) today announced that its Forum Real Estate Income Fund (FORAX) has been selected for inclusion on Envestnet's Unified Managed Account (UMA) platform. Forum is among a select group of asset managers included as part of Envestnet's expanded interval fund initiative, enabling financial advisors to incorporate alternative investment strategies directly into UMA portfolios alongside ETFs, mutual funds, and separately managed accounts. The For.

Business Wire • Apr 21, 2026

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework NEW YORK and BERWYN, Pa., April 15, 2026 /PRNewswire/ -- iCapital 1, the global fintech company shaping the future of investing, and Envestnet, the leading Adaptive WealthTech company, today announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform.

PRNewsWire • Apr 15, 2026

Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton

Envestnet Expands Access to Institutional-Quality Alternatives, Without Added Operational Complexities, for Advisors Serving HNW & UHNW Clients Models from Fidelity Investments and State Street Targeted for 2026 BERWYN, Pa. , Oct. 28, 2025 /PRNewswire/ -- To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.

PRNewsWire • Oct 28, 2025

CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and Vestmark—three of the industry's most prominent wealth management software and services providers. The expanded technology integrations mark a transformative step toward unifying the world of alternative and traditional investments—enabling advisors across platforms to source, manage, and transact both within.

Business Wire • Oct 14, 2025

Open Banking Solutions Market Surges to $11.7 billion by 2028 - Dominated by Plaid (US), Envestnet (US), Tink (Sweden)

Delray Beach, FL, Aug. 22, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Open Banking Solutions Market size is expected to grow from USD 5.5 billion in 2023 to USD 11.7 billion by 2028 at a Compound Annual Growth Rate (CAGR) of 16.0% during the forecast period.

GlobeNewsWire • Aug 22, 2025

Envestnet to Sell Open Finance Subsidiary Yodlee to STG

Wealth technology provider Envestnet plans to sell its open finance and data analytics subsidiary, Yodlee, to private equity firm STG. The transaction is expected to close in the third quarter, subject to customary closing conditions, the companies said in a Wednesday (June 25) press release.

PYMNTS • Jun 25, 2025

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

NEW YORK--(BUSINESS WIRE)--OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights and solutions. This collaboration will integrate OneVest's configurable technology solutions within Envestnet's powerful portfolio management platform, providing enterprises in Canada with a modern, seamless client experience that is both scalable.

Business Wire • Mar 10, 2025

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge's existing relationship with Halo Investing, a platform focused on prote.

Business Wire • Feb 24, 2025

Why Envestnet (ENV) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Nov 19, 2024

Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600

NEW YORK , Nov. 19, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: Flex Ltd (NASD: FLEX) will replace Azenta Inc. (NASD: AZTA) in the S&P MidCap 400, and Azenta will replace Envestnet Inc. (NYSE: ENV) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, November 25. Bain Capital is acquiring Envestnet in a deal expected to be completed soon, pending final closing conditions.

PRNewsWire • Nov 19, 2024