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Envestnet Inc

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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation

Envestnet Finally Sees Margin Progress but Revenue Pressure at Yodlee Is a Concern

Business Strategy and Outlook

Envestnet was founded in 1999 to offer independent advisors access to a comprehensive wealth-management platform. The firm’s founder, the late Jud Bergman, sought to capitalize on the move to independent RIAs from wirehouse firms and the move to a fee-based advice from a commission-based model.

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