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.”
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
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John O’Connell offers a critical perspective on two major launches in the... read more
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John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
