Press Releases

Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor Productivity and Growth Join Thousands of Financial Advisors, RIAs,...

Envestnet, Inc. (the "Company"), yesterday announced that, pursuant to that certain Agreement and Plan of Merger, dated as of July 11, 2024, by and among the Company, BCPE Pequod Buyer, Inc....

Transaction supports industry-leading wealth technology platform's next chapter as a private company BERWYN, Pa., Nov. 25, 2024 /PRNewswire/ -- Envestnet, Inc. (the "Company" or "Envestnet"), a...

Enhancements include Direct Service Requests, Alerts & Status, and Move Money Single Sign-On for Advisors Managing Schwab Accounts BERWYN, Pa., Nov. 18, 2024 /PRNewswire/ -- Envestnet has rolled...

New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized...

Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully engaging this lucrative client segment...

Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today announced that, at a special meeting (the...

Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at the 2024 WealthManagement.com Industry...

New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client Portal Envestnet Co-CIO and Solutions Group President Dana D'Auria...

Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's Comprehensive Solutions and Integrations BERWYN, Pa., Aug. 27, 2024...