CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital: “This transaction turns the page on several tumultuous years for Envestnet. Bain would not invest in Envestnet if they did not feel that their investment will have excellent returns.”
RIA client data comes in many forms – while some data may... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
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In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
