The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.

Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.

December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Envestnet, which lost its cofounder and CEO in 2019, is once again up for sale—but questions remain about whether finding a buyer this time around will be any different. The publicly traded ...

BERWYN, PA — Envestnet has announced early registration for Envestnet Elevate 2025, set to take place on April 9-10, 2025, at the Venetian Resort in Las Vegas. The two-day event will focus on ...

Barclays PLC grew its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 170.0% in the 3rd ...

Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor Productivity and Growth Join Thousands of Financial Advisors, RIAs ...

Diversified Trust Co increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 1.6% in the ...

The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' ...

Founded in 1999, Chicago, IL based Envestnet is a leading provider of intelligent systems for wealth management and financial systems. ENV boasts a Momentum Style Score of B and VGM Score of A ...