Robert Coppola has joined the company as Chief Technology Officer (news posted on November 12 2020).
Scott Grinis, who is Chief Technology Officer will soon leave the company (news posted on November 12 2020).
Donna Peeples has joined the company as Chief Relationship Officer (news posted on October 29 2020).
Create an alert
to follow the executive moves at Envestnet Retirement Solutions.
The project of Visa acquiring Plaid has been abandoned (posted on Jan 13, 2021).
Tilney Smith & Williamson and Smith & Williamson have merged (posted on Dec 31, 2020).
MasterCard has acquired Finicity (posted on Dec 30, 2020).
Envestnet Retirement Solutions has 3,596 competitors including Kanetix (Canada), American Express (United States (USA)) and PayPal (United States (USA)). Envestnet Retirement Solutions is owned by Envestnet.
Learn about your clients' org charts. Understand their industries and their competitors.
View the executives' biographies. Contact the executives through our email platform.
Select key words to follow your clients. Receive alerts when executive movements happen.
File your clients in folders. Add private notes. Download our data in Excel on your PC.