CEO John O’Connell was quoted in this article in Family Wealth Report discussing Envestnet’s future after being purchased by Bain Capital, how they will review Envestnet’s various software products, and more: “They will make strategic decisions to sell the highest performing assets to capture their appreciation. They will also sell or close their lowest performing products to reduce expenses.”
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
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For the 3rd year, The Oasis Group was named the winner of... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
