WealthTech Today

WealthTech Today


Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

July 03, 2025

The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.

Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […]

The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.