Media

Planadviser: Envestnet Plans $1B R&D Spend Over 5 Years

Foundation Source and Envestnet Unite to Enhance Philanthropy Tools

Foundation Source, Envestnet Partner to Provide Philanthropic Tech for Advisors

FA: The Mental Blocks to Giving

Journal: The Top Private Foundation Management Services for Financial Advisors

WealthBriefing Wealth for Good Acclaim - 2025

WSR: PE Firm GTCR To Buy FMG Suite From Aurora Capital

PE Hub: Wynnchurch expected to sell truck maker; Spectrum bets on Quavo; GTCR to acquire FMG Suite from Aurora

FA: GTCR To Acquire FMG Suite, Expanding Presence In Advisor Ecosystem

InvestmentNews: GTCR to acquire FMG Suite, expanding its wealth tech portfolio

WM: Key Tax Changes for Exempt Organizations in the OBBBA