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.
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Envestnet Opens Registration for Elevate 2025, Spotlighting Wealth Management GrowthBERWYN, PA — Envestnet has announced early registration for Envestnet Elevate 2025, set to take place on April 9-10, 2025, at ...
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 ...
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Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment StrategiesEnvestnet’s increased collaboration with these asset managers is being viewed positively by industry insiders. Jeff Masom, Head of US Distribution for Franklin Templeton, stated, “Through this ...
Equities researchers at StockNews.com started coverage on shares of Envestnet (NYSE:ENV – Get Free Report) in a research report issued on Monday. The firm set a “sell” rating on the business services ...
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