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.”
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
