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.”
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
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In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
