Talk:Envestnet

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ANor123 (talk · contribs) has been paid by Envestnet on their behalf.

Updating CEO

This edit request by an editor with a conflict of interest has now been answered.

Hi, please add Envestnet's recently hired CEO, Chris Todd,^[1]^[2] to the History section of the page, as well as the infobox.

I would also like to suggest trimming the paragraph in the 1999-2020 section, beginning with "Bergman and his wife..." The detail about the car crash is unrelated to the company, and seems irrelevant. I believe something like, "Crager took over as interim CEO in 2019 after Bergman was killed in a car crash,"^[3] is more appropriate.

References

^ Janowski, Davis (22 January 2025). "Chris Todd Named Envestnet CEO". wealthmanagement.com.
^ Southall, Brooke (22 January 2025). "New Envestnet CEO first reached out to his financial advisor before accepting Bain Capital's offer to take over one of the advisory industry's largest service providers". riabiz.com.
^ Levaux, Janet (4 October 2019). "Envestnet CEO Killed in Car Crash". thinkadvisor.com.

Thank you! ANor123 (talk) 12:37, 13 March 2025 (UTC)[reply]

Done @ANor123 Thanks for suggesting this! GreenLipstickLesbian (talk) 06:03, 14 March 2025 (UTC)[reply]

Thanks for the updates, GreenLipstickLesbian! ANor123 (talk) 14:35, 24 March 2025 (UTC)[reply]

Updated Sources

The user below has a request that an edit be made to Envestnet. That user has an actual or apparent conflict of interest.
The requested edits backlog is very high. Please be extremely patient. There are currently 216 requests waiting for review.

Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies.

Hi, I updated the references on this page so that they are aligned with WP:RS, and based on this, would like to request that the reliable source and notability tags now be removed. Pinging GreenLipstickLesbian who previously worked on this page. Thank you! ANor123 (talk) 14:30, 23 April 2025 (UTC)[reply]

[1] Janowski, Davis (22 January 2025). "Chris Todd Named Envestnet CEO". wealthmanagement.com.

[2] Southall, Brooke (22 January 2025). "New Envestnet CEO first reached out to his financial advisor before accepting Bain Capital's offer to take over one of the advisory industry's largest service providers". riabiz.com.

[3] Levaux, Janet (4 October 2019). "Envestnet CEO Killed in Car Crash". thinkadvisor.com.

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