A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailyYou’re reading this editionPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
other

Envestnet

BERWYN, PA
CRD: 111694
In PWD coverage since August 18, 2026 · 3 stories
$615BRegulatory AUMSEC Form ADV · Aug 21
532EmployeesForm ADV
PWD coverage
Deals & PE

VastAdvisor's three insider backers are the deal

A $1 million SAFE from advisor-side insiders says more about distribution than technology.
practice · Aug 20Envestnet rolls back MoneyGuidePro upgrade after 19-day advisor backlash
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.