Envestnet paid about $590 million for Yodlee in 2015.

New to the U.S. market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients.

Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

Apex has filed a registration statement today with the SEC for an initial public offering. It's the firm's second attempt after a SPAC deal fizzled out a year ago.

Altruist is also building out an integrations marketplace, with detailed profiles of each vendor and reviews from existing customers.

This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022.

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

Toronto-based Wealthsimple has grown rapidly, with assets rising about 10-fold to C$25 billion since 2018, thanks in part to slick advertising and some Hollywood star power — celebrities Drake, Michael J. Fox and Ryan Reynolds are among its...