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Press Releases
Apr 15, 2026
iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework NEW YORK and BERWYN, Pa., April 15, 2026...

Apr 14, 2026
Envestnet Elevate 2026: Conor Grennan Announced as Second Keynote Speaker

AI Mindset CEO Rounds out Envestnet's Annual Conference Agenda Showcasing the Intelligence Empowering Financial Advisors with Personalized, Scalable and High-Impact Guidance

Mar 23, 2026
ENVESTNET TAMARAC ENABLES RIAs TO SCALE ADVICE WITH GREATER TRANSPARENCY AND CLIENT ENGAGEMENT

First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a...

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Envestnet in the News
Apr 15, 2026
iCapital, Envestnet Expand Access To Private Credit, Structured Products
Financial Advisor Magazine
iCapital and Envestnet have expanded their strategic partnership, allowing advisors to access iCapital’s alternative investment and structured products within Envestnet’s unified managed account platform. Disclosure: iCapital and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. (Red Oak ID: 5408043)
Apr 7, 2026
Envestnet’s Sean Meighan on the Future of RIA Growth, Tech, and Personalization
Advisorpedia
Sean Meighan, Head of RIA Distribution at Envestnet, discusses the RIA landscape being reshaped by intentional growth, longer-term technology planning, and a more personalized client experience. (Red Oak: 5384383)
Mar 17, 2026
Wealthtech’s Opportunity to Improve Access to Alternatives for Advisors
WealthManagement.com
Andrew Stavaridis, Chief Relationship Officer, offers insights on how alternative investments may help advisors strengthen client service and portfolio strategy, but without tech solutions to simplify access, the experience can slow workflows. (Red Oak ID: 5295382)

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Blog
Feb 25, 2025
Building the ultimate RIA technology stack

A comprehensive tech stack is more than just a collection of tools—it is the framework for a well-built advisory practice. What combination best fits your business needs?

Feb 20, 2025
A guide to financial advisor marketing strategies that can work

The right marketing strategy can give advisors an edge over their competitors as they seek to grow their client bases, strengthen existing client relationships, and secure their practices’ future.

Feb 18, 2025
Our first wealth management platform release of 2025

Check out these quick highlights from our first product release of 2025.

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Upcoming Events
NAPA 401(k) Summit
Sunday, April 19, 2026 - Tuesday, April 21, 2026
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Emigrant Partners Leadership Summit
Tuesday, April 14, 2026 - Thursday, April 16, 2026
Beacon Strategies Roundtable - RIA
Tuesday, April 14, 2026 - Thursday, April 16, 2026

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