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STG acquires Yodlee from Envestnet, Inc.

PRIVATEJun 25, 2025

Acquiring Company

STG

Acquired Company

Envestnet

Menlo ParkUnited States

Description

Envestnet, Inc. has announced a definitive agreement to sell Yodlee, Inc. to STG, a private equity firm. The transaction is expected to close in the third quarter of 2025. Yodlee will benefit from STG's stewardship to pursue innovation and capitalize on market opportunities.

Quick answer

STG is acquiring Envestnet, announced June 25, 2025. STG is based in Menlo Park, California, United States.

How much did STG pay for Envestnet?
The deal value was not disclosed.
What does STG do?
STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market.
Where are STG and Envestnet based?
STG is based in Menlo Park, California, United States. Envestnet is based in United States.
Who are the decision-makers at STG?
Fundz holds 1 contact at STG. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

STG

Location

Menlo Park, California, United States

About

STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market. In addition to capital, STG provides transformation expertise to enable its portfolio companies to deliver more value to clients to retain and attract the best talent and to achieve best-in-class business performance.

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Frequently asked

Who acquired Envestnet?

Envestnet was acquired by STG, based in Menlo Park. The deal was reported on June 25, 2025. STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market. STG is privately held.

When did STG acquire Envestnet?

STG's acquisition of Envestnet was reported on June 25, 2025. Envestnet, Inc. has announced a definitive agreement to sell Yodlee, Inc. to STG, a private equity firm. The transaction is expected to close in the third quarter of 2025. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Envestnet do?

Envestnet is the company acquired in this transaction. It is privately held, and is based in United States.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.