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 was featured in this Family Wealth Report article highlighting his... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
John O'Connell was recently featured in a ThinkAdvisor Q&A on estate... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
