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Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd
Yahoo Finance· 2026-01-25 21:00
When we think about the core solutions for us, it’s that core UMP [Unified Managed Platform for enterprise clients], it’s Tamarac and it’s MoneyGuide. And there are a variety of things that we need to do with those solutions, individually and collectively.Envestnet has a complex business model with multiple revenue streams. How do you view the relationship between the software and the investment management sides of the business?Chris Todd: The touchstone word for us that we sort of talked about every single ...