trending Market Intelligence /marketintelligence/en/news-insights/trending/syk-9ypgg3rm16v-rokp4w2 content
Log in to other products

Login to Market Intelligence Platform


Looking for more?

Contact Us

Request a Demo

You're one step closer to unlocking our suite of comprehensive and robust tools.

Fill out the form so we can connect you to the right person.

  • First Name*
  • Last Name*
  • Business Email *
  • Phone *
  • Company Name *
  • City *
  • We generated a verification code for you

  • Enter verification Code here*

* Required

In this list

Envestnet acquires Wheelhouse Analytics

IFRS 9: Time is Running Out for Insurance Companies to Comply

5 Quant Research Traps to Avoid

Wind Power by the Numbers: U.S., Canada and Mexico

Measuring The Wireline Digital Divide In The US

Envestnet acquires Wheelhouse Analytics

EnvestnetInc. acquired Wheelhouse Analytics LLC.

Wheelhouse Analytics is a provider of data analytics, mobilesales solutions, and online education tools to financial advisers, asset managersand enterprises. Frank Coates is the CEO of the company.

Terms of the deal were not disclosed.

Envestnet said it has partnered with Wheelhouse Analyticssince 2014 on several initiatives.

"With Wheelhouse, we will provide the compelling andvaluable analytics solution that the industry is looking for, particularly asthe regulatory environment has shifted with the Department of Labor (DOL)Fiduciary Rule," Envestnet President Bill Crager said in a statement.