Envestnet

FIDx operates a technology-driven retirement platform that offers comprehensive solutions for retirement and wealth planning. The company integrates brokerage, insurance, and advisory services to create a product-agnostic system designed to meet the evolving needs of investors. By collaborating with leading insurance carriers, FIDx enables insurance advisors to provide annuities and insurance packages that enhance income and downside protection within clients' investment portfolios. This approach allows for a seamless experience, as clients can access these offerings through existing wealth management platforms. Through its services, FIDx aims to support individuals and families in securing their financial futures.

Redi2 Technologies provides a comprehensive revenue management platform tailored for the global financial services industry. Founded in 2002, the company specializes in billing software designed specifically for asset managers, wealth managers, and financial advisors. Its cloud-based solutions enable users to create intelligent workflows, manage billing approval processes, calculate fees, generate invoices, ensure billing compliance, and handle payouts and accounting. This functionality helps clients streamline their operations and enhance cash flow. Redi2 Technologies is recognized for its commitment to client service and fostering strong partnerships, which distinguishes it as a vibrant and innovative player in the software and technology sector.

401kplans.com is a digital platform focused on enhancing the efficiency and transparency of retirement plan distributions for small businesses. By leveraging technology, the company aims to streamline the due diligence process for financial advisors and third-party administrators (TPAs). Its platform provides a consistent and accurate display of plan pricing, services, and investments, along with real-time data on retirement plan activity. This approach addresses the evolving regulatory landscape and the industry's need for modernization, positioning 401kplans.com as a crucial resource for financial professionals navigating the complexities of retirement planning. The company seeks to facilitate collaboration among various stakeholders, including providers and investment managers, to improve the overall landscape of retirement benefits.

Truelytics is a Boston-based B-to-B enterprise software startup that specializes in an Advisor Transition Management platform. This innovative, data-driven platform is designed to assist wealth management, insurance, and tax firms in analyzing their business performance and recruitment strategies. By providing actionable insights and key performance indicators, Truelytics enables these enterprises to effectively attract, grow, and retain advisory businesses. The platform also aims to streamline the transition process, ultimately reducing the time and costs associated with these changes.

YieldX is a company focused on transforming fixed income investing through a comprehensive digital platform designed for the wealth management industry. It offers a suite of tools that includes a yield marketplace, an analytics engine, and various workflow applications, allowing clients to access real-time pricing, monitoring, and portfolio allocation for fixed income securities. With a team of experienced professionals from the fields of fixed income and fintech, YieldX aims to provide personalized investment solutions at scale, serving as a gateway to liquid global yield-driven opportunities. The company's innovative approach seeks to enhance the management of fixed income portfolios and make these investment options more accessible to a broader range of investors.

Harvest Savings & Wealth Technologies Inc. specializes in developing digital technology solutions for the financial industry, enabling banks, credit unions, and other financial institutions to enhance their services. Founded in 2012 and based in Larkspur, California, the company offers a range of tools designed to facilitate effective savings and wealth management. Its products include Goalkeeper, a goals-based savings solution; Signals, which integrates with core systems to trigger value-added actions; Jumpstart, a digital account opening tool; and Automate, which supports clients throughout their wealth journey. By focusing on innovation and efficiency, Harvest Savings & Wealth Technologies aims to provide comprehensive, enterprise-grade solutions that improve the financial experiences of clients at every stage of their financial journey. The company, previously known as Trizic, Inc., rebranded in September 2019.

Finbit Inc is a financial data aggregation and analytics platform based in Bengaluru, India. The company specializes in gathering and analyzing extensive financial data, including bank statements and transactions, to provide meaningful insights and visual reports. Its services aim to help underwriters and financial institutions understand customer financial behavior, facilitating better decision-making in the financial sector. As a subsidiary of Yodlee Infotech Private Limited, Finbit focuses on serving the Indian and Asian markets, offering innovative solutions to manage and interpret large data sets effectively.

Dynasty Financial Partners, established in 2010 and headquartered in Saint Petersburg, Florida, focuses on providing wealth management and technology platforms specifically for independent financial advisory firms. The company offers a range of services that encompass community support, technology solutions, investment strategies, capital sourcing, mergers and acquisitions, joint ventures, operational assistance, marketing, compliance, and practice management. By catering to sectors such as consumer products and services, information technology, and financial services, Dynasty aims to enhance the capabilities of its partner firms, enabling them to deliver better service to their clients.

TXN, based in San Francisco, CA, specializes in developing a web application that provides tools for market research analysis. The application captures transaction data from credit and debit cards while also offering demographic information. This dual capability enables clients to gain a comprehensive understanding of various consumer segments. The company's team boasts diverse experience in market research, payment processing, and consumer services, having collaborated with some of the largest merchants globally. Supported by prominent investors, TXN aims to enhance market insights for its clients.

MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.

FolioDynamix is a developer of a cloud-based wealth management platform that offers modern technology solutions to broker dealers, bank trusts, registered investment advisors, custodians, and wealth management service providers. The platform provides on-demand services for managing assets, including customized equity, fixed income, and alternative asset portfolios, as well as stock market trading capabilities. By leveraging its technology and institutional-quality investment research, FolioDynamix enables firms to enhance operational efficiency, improve compliance, and deliver superior client service. The company's offerings are designed to attract and retain top advisors, strengthen wealth management programs, accelerate client acquisition, and provide comprehensive visibility across all accounts, ultimately fostering business growth.

Wheelhouse Analytics, LLC is a technology company that specializes in data analytics and mobile sales solutions, primarily serving the financial services sector. Founded in 2010 and based in West Chester, Pennsylvania, it offers a range of products including Distribution Analytics, which aids in deal management and business planning, and WheelhouseEd, an online platform that delivers practical educational content. Additionally, the company provides Admiral, a command center designed to emulate best practices in sales, and Builder, a tool for creating custom presentations in various formats. Its clientele includes financial advisors, asset managers, banks, insurers, mutual funds, and broker-dealers. As of October 2016, Wheelhouse Analytics operates as a subsidiary of Yodlee, Inc.

Castle Rock Innovations, Inc. is an enterprise technology services provider based in Chicago, Illinois, with additional offices across several states. Established in 2003, the company focuses on delivering a range of services including information management, management consulting, information architecture, and custom software development. Its offerings encompass business intelligence, data management, user interface design, and cloud computing solutions. A notable product is the AXIS Retirement Analytics Platform, a web-based service designed to assist retirement plan fiduciaries in meeting regulatory fee disclosure requirements. Castle Rock Innovations primarily serves the financial services industry, alongside sectors such as insurance, banking, healthcare, and retail. The company has been recognized as one of the fastest-growing private companies in the U.S. and leverages its technical expertise and business acumen to create value for its clients.

Yodlee, Inc. is a technology company that operates a cloud-based platform known as the Yodlee Financial Cloud, which provides a range of digital financial services. Founded in 1999 and headquartered in Redwood City, California, Yodlee delivers financial applications designed for various sectors, including retail finance, wealth management, and small businesses. These applications, or FinApps, allow consumers and small enterprises to manage their finances more effectively by tracking spending, reviewing accounts, and calculating net worth. The platform also offers open application programming interfaces that enable clients to build their own applications while accessing secure financial data and money movement solutions. Yodlee serves financial institutions, internet service companies, and third-party developers, providing comprehensive data solutions and market research services. As of November 2015, Yodlee operates as a subsidiary of Envestnet, Inc.

Finance Logix® provides financial planning software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Since 1998, Finance Logix® has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix® is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice.

AlphaHedge Capital Partners, LLC is a firm based in Blue Bell, Pennsylvania, with an additional office in Waltham, Massachusetts, specializing in hedge fund strategies. The company offers a managed account platform that provides access to long/short equity strategies through separately managed accounts. These accounts allow investors to directly own securities in a transparent manner. AlphaHedge also provides hedge fund manager research services and operational support, including account processing, trading management, and fee processing. Its platform features an open architecture, enabling organizations to offer clients a range of investment options, including individual strategies and customizable multi-manager model portfolios tailored to specific return profiles. AlphaHedge serves a diverse clientele, including investment advisers, consultants, family offices, broker-dealers, and institutions.

Upside Financial is a company that specializes in providing an automated investment advisory platform aimed at enhancing the services of registered investment advisors. Its technology leverages algorithms to enable advisors to effectively manage and service clients seeking advanced investment solutions. The platform features a fully automated, white-labeled managed account system that includes functionalities such as paperless account opening, portfolio selection, automated trading and rebalancing, as well as dedicated portals for both clients and advisors. Additionally, the platform offers practice analytics presented in an intuitive, design-focused user interface, allowing advisors to optimize their operations and improve client engagement.

Placemark Investments specializes in developing and supporting wealth management solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. The company is recognized as a leading independent overlay portfolio manager in the separate account industry, offering Unified Managed Account platforms and retirement solutions. Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into customized portfolios, enabling firms to enhance their fee-based business. Additionally, it offers back-office technologies designed to assist money managers, further catering to the needs of high net worth individuals and other clients.

Tamarac, Inc. provides Independent Registered Investment Advisors with a broad suite of software tools and services to automate the process of portfolio management, rebalancing and trading within their practices. Tamarac's clients increase profitability through standardization of manual tasks without sacraficing quality customer service.

FundQuest Incorporated is a registered investment advisor based in Boston, MA. FundQuest Inc. is a leading provider of managed account programs, overlay portfolio management, mutual funds, institutional asset management, and investment consulting to RIAs, independent advisors, broker-dealers, banks, and trust organizations. FundQuest Inc.'s services are employed by more than 100 financial advisory firms. Since 1993, FundQuest Inc. has delivered innovative and flexible open architecture investment solutions. FundQuest Inc. distinguishes itself from the FundQuest businesses in Europe (France and the United Kingdom) by its focus on TAMP (Turnkey Asset Management Provider), whereas the European businesses are more focused on advisory and funds of funds management. This transaction will have no impact on the European activities of the FundQuest businesses. FundQuest Inc. is part of BNP Paribas Investment Partners which has assets under management and advice of $777 billion (June 30, 2011). FundQuest Inc. and BNP Paribas Investment Partners are both part of BNP Paribas, one of the world's largest financial services firms, which has been named one of the most stable global financial institutions by Global Finance magazine.