Envestnet

FIDx is a technology-driven company that operates a product-agnostic retirement platform aimed at addressing the evolving needs of investors. The firm specializes in providing retirement and wealth planning services, as well as financial advice to safeguard individuals and families. By integrating brokerage, insurance, and advisory ecosystems, FIDx delivers a holistic approach to financial management. Its platform enables insurance advisors to offer a range of annuities and insurance products from leading carriers, ensuring that income and downside protection are seamlessly incorporated into clients' existing wealth management strategies. Through its innovative solutions, FIDx facilitates a comprehensive understanding of retirement planning for both advisors and their clients.

Redi2 Technologies is a provider of revenue management solutions tailored for the global financial services sector, founded in 2002. The company specializes in developing billing software for asset managers, wealth managers, and financial advisors. Its cloud-based platform facilitates intelligent workflows, billing approval processes, fee calculations, invoice creation, billing compliance, payouts, and accounting, allowing clients to streamline operations and enhance cash flow. Renowned for its exceptional client service and partnership-oriented approach, Redi2 has established itself as an innovative and industry-involved technology company, dedicated to attracting and retaining top professionals to deliver high-quality software and implementation services.

401kplans.com is a digital marketplace focused on improving the efficiency and transparency of small plan retirement distributions. Recognizing the challenges posed by a changing regulatory environment and competitive pressures, the company leverages technology to enhance the retirement plan industry, which has lagged behind in adopting digital solutions. Its platform facilitates the due diligence process by providing consistent and accurate information on plan pricing, services, and investments. By offering real-time data on retirement plan activities, 401kplans.com enables financial advisors and third-party administrators to streamline transactions, ultimately supporting the business models of providers and investment managers. The company aims to foster collaboration within the industry to drive meaningful change in retirement distribution.

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 that focuses on transforming fixed income investing through its comprehensive digital platform, which is designed to enhance personalization at scale. By providing a yield marketplace, analytics engine, and a suite of workflow tools, YieldX enables wealth management professionals to access real-time pricing, monitor portfolios, and optimize fixed income allocations. With a leadership team boasting over 70 years of combined experience in fixed income and fintech, the company aims to serve as a gateway to liquid, global yield-driven investment opportunities, ensuring that the benefits of this evolving asset class are accessible to all investors.

Harvest Savings & Wealth Technologies Inc. is a technology company focused on developing digital solutions for the financial sector. Established in 2012 and based in Larkspur, California, the company offers a variety of tools aimed at assisting banks, credit unions, and other financial institutions in enhancing their client services. Its key products include Goalkeeper, a goals-based savings technology; Signals, which integrates with core financial systems to provide valuable actions; Jumpstart, a digital account opening solution; and Automate, which guides clients through their wealth management journeys. By providing integrated and innovative savings and wealth management solutions, Harvest Savings & Wealth Technologies helps financial institutions deliver comprehensive and efficient services tailored to their customers' financial needs. The company, formerly known as Trizic, Inc., changed its name in September 2019 to better reflect its mission.

Finbit Inc is a financial data aggregation and analytics platform provider based in Bengaluru, India. The company specializes in gathering and analyzing extensive financial data, including bank statements and transactions, to generate meaningful insights and visual reports. Its services are designed to assist underwriters and other financial professionals in understanding customer financial behavior, thereby facilitating informed decision-making. As of February 2020, Finbit operates as a subsidiary of Yodlee Infotech Private Limited, focusing on the Indian and broader Asian markets.

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, located in San Francisco, CA, specializes in developing a web application that provides tools for market research analysis. The company's platform captures transaction data directly from credit and debit cards and offers demographic insights, enabling clients to create a detailed understanding of consumer segments. TXN is supported by prominent investors and boasts a team with extensive expertise in market research, payment processing, and consumer services, having collaborated with some of the largest merchants globally.

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 based in West Chester, Pennsylvania, established in 2010. It specializes in data analytics, mobile sales solutions, and online education tools tailored for the financial services industry. The company offers a suite of products including Distribution Analytics, which facilitates deal management and business planning, and WheelhouseEd, an eLearning platform that delivers educational content to professionals. Additionally, Wheelhouse Analytics provides Admiral, a command center that embodies sales best practices, and Builder, a tool for creating custom presentations using various file formats. Its client base includes financial advisors, asset managers, enterprises, banks, insurers, mutual funds, broker/dealers, and registered investment advisors. 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 is a prominent provider of wealth solutions, focusing on Unified Managed Account platforms and retirement solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. As a leading independent overlay portfolio manager in the separate account industry, Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into cohesive, customized portfolios. This approach enables financial firms to enhance their offerings and capture additional fee-based business. Additionally, Placemark offers back-office technologies designed to streamline operations for money managers, catering to individuals, particularly high-net-worth clients, thereby supporting comprehensive investment management services.

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.