Press Releases

Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations BERWYN, Pa., Oct. 3, 2025 /PRNewswire/ -- Envestnet has...

Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement BERWYN, Pa., Sept. 8, 2025 /PRNewswire/...

Envestnet, Inc. today announced that it has completed the sale of Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling innovative...

Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced that John Hofmann will join its executive leadership...

Providence, R.I.—July 15, 2025—Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM...

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Quackenbush as its Chief People...

Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling...

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and...

At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (Gen BI) and Insights AI—designed to...

Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet's deep and ongoing investment in the Registered Independent Advisor...