wealthtech

The rise of AI-driven wealthtech

October 9, 2025 · Banking

Financial management is evolving as wealth is transferred to the next — more digital — generation. In previous years, Robinhood and other wealth management applications attracted young…

Yodlee sale can land Envestnet up to $400M | Bank Automation News

December 15, 2023 · Banking

Wealthtech giant Envestnet is reportedly exploring the sale of its data aggregation subsidiary Yodlee as it aims to refocus strategic operations. A potential sale, first reported on Dec.…