Fiduciary Exchange LLC announced that it has received $24.31013 million in funding from Envestnet, Inc., Prudential Financial, Inc., Global Atlantic Financial Group Limited and other investors
November 09, 2022
Share
On November 10, 2022, Fiduciary Exchange LLC closed the transaction. The transaction received the funding co-led by new investors Prudential Financial, Inc. and Global Atlantic Financial Group Limited. The transaction also included participation from returning investors including Envestnet, Inc.
Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.
Fiduciary Exchange LLC announced that it has received $24.31013 million in funding from Envestnet, Inc., Prudential Financial, Inc., Global Atlantic Financial Group Limited and other investors
ENVESTNET, INC. 
