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


Access the full Transcript

Submit your details to read this transcript in full.

The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited