- Sep 25, 2023
Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial...
Sep 18, 2023
Envestnet has partnered with voting technology provider iconik to enable enhanced proxy voting solutions for the firm's Sustainable Quantitative Portfolios, providing a way for individual...
Sep 11, 2023
Next-Generation Updates Enhance the Advisors' Day-to-Day Experience, through a Focus on Proposal & Trading, Client Portal, Envestnet's Insights Engine, and Optimized User Experience BERWYN, Pa.,...
Jul 6, 2023Envestnet Elevate Receives Third Consecutive Choir Certification™, Reinforcing Envestnet's Commitment to Diversity
Choir Certification for Financial Industry Conferences Requires Meeting Rigorous Standards for Amplifying the Voices of Women, Non-Binary People & People of Color BERWYN, Pa., July 6, 2023 /PRNewswire
Jun 7, 2023Trucendent and NetLaw Announce Strategic Relationship to Deliver an Integrated Approach to Estate Planning via the Envestnet Financial Wellness Ecosystem to Financial Advisors
Their Combined Technology and Processes Improve Estate Planning Experiences BERWYN, Pa., June 7, 2023 /PRNewswire/ -- Trucendent, a technology firm dedicated to improving estate planning for...