Envestnet & Healthpilot to Optimize Medicare Insurance Coverage

Partnership Fuses the Worlds of Health & Wealth, Allowing Advisors to Seamlessly Assist Medicare-Eligible Clients with Insurance Plan Selection, Enrollment & Management Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection and enrollment process. Working together, Envestnet and Healthpilot are equipping financial advisors with a powerful new capability to enable their clients in or nearing retirement to optimize their...

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Envestnet, Inc. (NYSE: ENV) today announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that help them meet the growing demands of managing their businesses — so they can focus on helping their clients achieve financial wellness,” said Aaron Bauer,...

Envestnet | Yodlee Appoints Sebastien Taveau as Vice President of Developer Experience

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, announced the appointment of Sebastien Taveau as Vice President of Developer Experience. Sebastien’s experience spans more than 20 years in the fields of POS, mobile payment, mobile security, mobile identity and consumer solutions. At Envestnet | Yodlee, his role is to oversee the new developer experience, reinforce its mission as a developer first platform, and further strengthen ties with the fintech development community....


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