iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets · Nov 19, 2025 · 53m

Welcome back to the Alt Goes Mainstream podcast.

Today’s interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.

Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company’s time as both a public company and following Bain Capital’s acquisition to take the company private for $4.5B.

Bill is now back at it again, joining iAltA Holdings as a…