For Bill Crager, CEO of Envestnet ENV , this new arrangement has served as a validation of the importance of what he built two decades ago. Crager started Envestnet with Jud Bergman in December of 1999. Envestnet co-founder Judson Bergman and Bill Crager ring the bell at the New York Stock Exchange to ... [+] celebrate Envesnet's IPO. Envestnet offers wealth management technology and products to financial advisors and larger financial institutions, including their flagship platform that integrates services and software for wealth managers. Envestnet has started to build that for some advisors and seen high usage rates to validate the existence of those portals.

Source: Forbes October 29, 2020 20:03 UTC