Envestnet – Wealth Management Tech & Organic Growth Outlook – 14 February 2020

  • Multi Asset
  • Financials
  • North America


Former senior executive at Envestnet Inc


  • Operating environment for Envestnet (NYSE: ENV), noting the impact of registered investment adviser (RIA) and broker-dealer consolidation
  • Key organic growth drivers and risks to delivering organic top-line growth in the teens
  • Performance assessment across business segments and risk of Yodlee disintermediation
  • Recent acquisitions and integrations, and M&A outlook


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