Envestnet

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale. The company aims to be a portal to liquid global yield-driven opportunities. It sees a key global asset class being transformed, and we are building the tools to bring those benefits to all investors. YieldX is led by senior fixed income and fintech professionals who offer more than 70 years of collective experience at marquee capital markets and technology firms.

Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. The company was founded in 2014 and is headquartered in San Francisco, California, United States.

Finbit Inc, based in Bengaluru, India, operates as a subsidiary of Yodlee Infotech Private Limited. It provides a financial data aggregation and analytics platform that focuses on the Indian and Asian markets. The platform is designed to collect and analyze extensive financial data, including bank statements and transactions, transforming this information into meaningful insights and visual reports. By enabling underwriters to better understand their customers' financial behavior, Finbit aims to enhance decision-making processes within the financial sector.

Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are already independent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support. At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms.

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 provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger 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 a Chicago-based enterprise technology services provider, specializing in a range of solutions for various industries, including capital markets, insurance, banking, healthcare, retail, manufacturing, and software services. Founded in 2003, the company leverages its technical expertise and business acumen to deliver information management services, management consulting, custom software development, and cloud computing solutions. Notably, it offers the AXIS Retirement Analytics Platform, a web-based service designed to assist retirement plan fiduciaries in meeting regulatory fee disclosure requirements. With a strong focus on the financial services sector, Castle Rock Innovations has earned recognition as one of the fastest growing private companies in the United States. Its comprehensive service offerings also include collaboration and social networking development, enterprise application integration, and web design, enabling clients to enhance their operational efficiency and compliance.

Yodlee, Inc. operates a technology platform that provides digital financial services through the Yodlee Financial Cloud. This platform offers a variety of financial applications, known as FinApps, designed for sectors such as retail finance, wealth management, and small business solutions. These applications help consumers and businesses manage their finances, track spending, and assess net worth among other tasks. Yodlee Financial Cloud also allows customers to create their own applications using open application programming interfaces, ensuring secure data access and money movement solutions. In addition to its core offerings, Yodlee provides data solutions and market research services. The company serves a wide range of clients, including financial institutions, internet service companies, and third-party developers of financial applications. Founded in 1999 and headquartered in Redwood City, California, 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 financial services firm based in Blue Bell, Pennsylvania, with an additional office in Waltham, Massachusetts. The firm specializes in developing and providing hedge fund strategies, particularly focusing on long and short equity strategies through separately managed accounts. AlphaHedge offers comprehensive services that include hedge fund manager research, operational support such as account processing and trading management, and fee processing. Its platform allows clients, including investment advisers, family offices, and institutions, to access various investment strategies in a transparent manner, where all securities are directly owned by the investor. This managed account platform is designed to accommodate lower investment minimums compared to traditional partnerships and offers flexibility through an open architecture that can integrate both in-house and externally sourced investment strategies.

Upside is a company that offers a fully automated investment advisory platform designed to assist registered investment advisors in providing advanced investment services to their clients. The platform features a white-labeled managed account solution that streamlines processes such as paperless account opening, portfolio selection, automated trading, and rebalancing. Additionally, it includes dedicated portals for both clients and advisors, along with practice analytics, all presented through an intuitive user interface. This comprehensive approach enables advisors to enhance their services and compete effectively against automated investment solutions.

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.