Wealthtech innovator Envestnet will expand its existing advisory offering by acquiring PIEtech, a deal that is expected to close in mid-2019 Julie Muhn at the Finovate.
The deal is expected to close in mid-2019
This would be the tenth acquisition for the Chicago-based company. PIEtech is the parent company of MoneyGuide, a suite of targeted financial planning applications for consultants.
“Financial planning is a key component of our vision …
