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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Envestnet

BERWYN, PA
CRD: 111694
In network coverage since September 18, 2026 · 16+ stories
$615BRegulatory AUMSEC Form ADV · Oct 24
532EmployeesForm ADV
8Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide — coverage
Sep 16, 26Fund launchMoneyGuide · Tamarac — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark — coverage
Sep 8, 26Deal announcedVestmark — coverage
Sep 8, 26Deal announcedBain Capital · Vestmark · $1B — coverage
Sep 8, 26Deal announcedVestmark · — coverage
Sep 3, 26Deal announcedTamarac — coverage
Network coverage
Practice management

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
Products & portfolios · Oct 20AssetMark adds two private equity interval funds, taking shelf to six
Distribution · Oct 20AssetMark adds Calamos Aksia and StepStone private equity interval funds
Practice management · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
The Close · Oct 9Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company
RIA · Oct 9Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners
Tax & estate planning · Oct 7Envestnet column says ultra-high-net-worth clients now expect family-office coordination
Practice management · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations
The Close · Oct 6Envestnet draws its UHNW line at $30 million and says white glove means coordination
Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit
Practice management · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk
The Wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist
Practice management · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
Features · Sep 19Wealth tech's margin moves to the governed record
The Close · Sep 18Envestnet's real release is the record under the dashboard
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