Envestnet
6 fintech market events tracked involving Envestnet.
Windsor Drake tracks 6 sourced fintech market events involving Envestnet from 2020–2026, each with a cited source. Across the 1 with disclosed values, total disclosed value is $1.0B, with a median of $1.0B. The largest disclosed deal is Envestnet doubles tech investment in Tamarac with AI and MoneyGuide integration. at $1.0B. Activity was heaviest in 2026, with 3 tracked events.
Frequently asked questions
How many fintech events involving Envestnet does Windsor Drake track?
Windsor Drake tracks 6 sourced fintech market events involving Envestnet from 2020–2026, each backed by a cited source.
What is the typical deal size involving Envestnet?
Across 1 events involving Envestnet with disclosed values, the median is $1.0B and total disclosed value is $1.0B.
What is the largest Envestnet deal tracked?
Envestnet doubles tech investment in Tamarac with AI and MoneyGuide integration., at $1.0B.
By event type
Sub-sectors touched
Events
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| Envestnet | Product Launch | Wealthtech | September 17, 2026 | ||
| Envestnet | Product Launch | Wealthtech | September 15, 2026 | ||
| Envestnet | Product Launch | $1.0B | Wealthtech | September 3, 2026 | |
| Envestnet | Personnel Move | Bhaskar Peddhapati | Wealthtech | October 23, 2025 | |
| Envestnet | Buyer Thesis | Financial Data / Open Banking | November 8, 2021 | ||
| Envestnet | Product Launch | Federated Hermes | Wealthtech | October 13, 2020 |