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Thursday, October 15, 2026The Morning Brief →Sign in
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Envestnet

BERWYN, PA
CRD: 111694
In network coverage since September 17, 2026 · 16+ stories
$615BRegulatory AUMSEC Form ADV · Oct 10
532EmployeesForm ADV
8Deals on our tracker
Regulatory AUM · Aug 22 – Oct 10
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide — coverage
Sep 16, 26Fund launchMoneyGuide · Tamarac — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedVestmark — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark · $1B — coverage
Sep 8, 26Deal announcedVestmark · — coverage
Sep 3, 26Deal announcedTamarac — coverage
Network coverage
practice

Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

The plugin connects to providers including Schwab, Orion, Addepar, BlackRock, Envestnet, iCapital, Wealthbox, Wealth.com and Zocks, with advisors choosing which services to connect during setup.
The Close · Oct 9Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company
RIA · Oct 9Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners
book · Oct 7Envestnet column says ultra-high-net-worth clients now expect family-office coordination
practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations
The Close · Oct 6Envestnet draws its UHNW line at $30 million and says white glove means coordination
Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit
practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk
the_wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist
practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
Features · Sep 19Wealth tech's margin moves to the governed record
The Close · Sep 18Envestnet's real release is the record under the dashboard
practice · Sep 17MoneyGuide can now model the annuity inside the plan
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence
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