Press Releases
Press Releases
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Jul 28, 2022Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth
Envestnet published findings from its first national study, "The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection," led in partnership...
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Jul 27, 2022Strategic Integration Provides Efficient, Frictionless & Fully Digital Process for Opening Advisory Accounts
Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the next phase of its strategic integration with Envestnet, further...
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Jul 21, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2022 financial results on Thursday, August 4, 2022 after market close. The...
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Jul 19, 2022Envestnet Formalizes Management of Company-Wide ESG Focus as Part of Ongoing Commitment
Envestnet today announced it has appointed Ron Ransom to be Group Head of its Environmental, Social and Governance (ESG) office, a newly created role bringing a centralized focus to ESG activities...
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Jul 6, 2022Redi2's Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base
Envestnet announced today that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the global financial services...
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Jun 14, 2022For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee's 1,500+ apps and services
RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer base. The...
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Jun 7, 2022Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech
Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions,...
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Jun 1, 2022Digital 401(k) Retirement Plan Marketplace Provides a Seamless & Efficient Way for Advisors to Incorporate Retirement Plan Servicing into Their Practices
Envestnet today announced its acquisition of 401kplans.com, a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors...
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May 31, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the 2022 RBC Capital Markets Financial Technology Conference...
May 18, 2022Top Insurance Carrier Adds a Significant Number of its Commission and Fee-Based Products to Financial Professionals Connected to the Envestnet Insurance ExchangeLincoln Financial Group (NYSE: LNC) has added more than 25 of its annuity products to the Envestnet Insurance Exchange, powered by FIDx, the only digital marketplace representing a single point of...