Press Releases

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...

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...

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.,...

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

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...

Goalsetter, an award-winning family financial education-focused spending and savings platform, today announced that it is partnering with Envestnet, a leading provider of intelligent systems for...

PHOENIX – May 2, 2023 – Axway (Euronext: AXW.PA), provider of Amplify Open Banking, is proud to announce its partnership with Envestnet Data and Analytics (D&A), through Envestnet | Yodlee, a...

New Research Paper Explores How To Unlock Personalization at Scale With Insights for Advisors to Meet Shifting Client Expectations BERWYN, Pa., May 1, 2023 /PRNewswire/ -- Set against the backdrop...

Premier Industry Event Showcases How Financial Advisors Can Harness the Unmatched Customization, Scalability & Personalization of the Envestnet Ecosystem to Elevate the Client Experience BERWYN, Pa.,

Envestnet Data and Analytics continues to expand its open banking ecosystem, with nearly 19 million open banking connected financial accounts BERWYN, Pa., April 19, 2023 /PRNewswire/ -- As...

Over 2,000 Wealth Management Pros & FinTech Leaders to Convene in Denver from April 26-27, 2023 BERWYN, Pa., March 29, 2023 -- Envestnet announces its annual Advisor Summit – now...

Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced the appointment of three new independent directors to its Board...

Envestnet Data and Analytics, a subsidiary of Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, has commissioned Forrester Consulting,...

New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most BERWYN, Pa., March 13, 2023...

Independent investment advisors using Schwab's custodial services and the BillFin™ client billing solution now have more capabilities, ease of use BOSTON, Dec. 1, 2022 /PRNewswire/ -- Envestnet...

Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today the closing of its offering of $575 million...

Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it has priced an offering of $500 million...

Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it proposes to offer $350,000,000...

Updates Throughout Q3 Include New Reporting Views, Prospecting Capabilities, Debt Consolidation Strategies, Portfolio Products & Partner Integrations, to Further Bolster the Intelligent Financial...

Front-To-Back Digital Automation Integrates Envestnet Portal & Analytics with FNZ's Modern, Tech-Centric Platform To Better Serve Advisors and Clients BERWYN, Pa., Oct. 27, 2022 /PRNewswire/ --...

Envestnet announces Platforms, Innovations and Partnerships to Serve the Technology, Banking and Wealth Industries through Data and Intelligence BERWYN, Pa., Oct. 24, 2022 /PRNewswire/ -- At a...

Envestnet, Inc. (NYSE: ENV), today announced that it is accelerating the growth of its Data and Analytics business by launching the Wealth Data platform, a cloud-based data intelligence solution...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release third...

Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced a strategic partnership between Tata Consultancy Services (TCS) and...

Industry-first interactive assessment shows high-scoring advisors significantly outperform low-scoring peers in total client assets managed BERWYN, Pa., Oct. 4, 2022 /PRNewswire/ -- At a time when...

Envestnet has been named one of the 2022 Best Places to Work in Financial Technology. Envestnet’s overall ranking moved from #41 on the list to #29 for 2022.The awards program was created in...

As Online Career-Training Program Continues to Grow, Franklin Templeton Lends Support to Help Strengthen Industry Diversity & Inclusion BERWYN, Pa., Aug. 9, 2022 /PRNewswire/ -- Envestnet...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six...

Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants' Mr. Krabs' imagined finances in their latest omnichannel brand campaign. The new digital interactive...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

Lincoln 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...

AUSTIN, Texas--(BUSINESS WIRE)--Industry leading wealth management platform, Kestra Financial, today announced the launch of Retirement Plan Enterprise (RPE) in partnership with Envestnet...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three months...

Envestnet has launched a series of technology updates throughout its ecosystem, designed to meet and exceed the evolving technology and investing needs of financial advisors and their clients....

Fiduciary Exchange LLC (FIDx) announces that it has forged a strategic partnership with Bonsai, LLC (Bonsai). The integration allows registered investment advisers (RIAs) and hybrid advisors to...

Envestnet announces a partnership with Door, a leading global digital due diligence and risk management platform, to streamline and optimize its research on asset managers and their investment...

Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital solutions that empower SMBs to intelligently connect, grow, protect,...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2022 financial results on Thursday, May 5, 2022 after market close. The...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions,...

FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions, is pleased to announce it has partnered with Envestnet® | Yodlee®, a leading data aggregation...

UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet's client base with...

AMSTERDAM (March 29, 2022) —Backbase, the leading global engagement banking platform provider, today announced a partnership with Envestnet® | Yodlee® (NYSE: ENV), a data aggregation and...

For the first time since 2019, Envestnet (NYSE: ENV) invites financial advisors and professionals to convene in person for the 2022 Envestnet Advisor Summit, to be held May 11-12 at the Charlotte...

SAN FRANCISCO, March 24, 2022 (GLOBE NEWSWIRE) -- Choir, a diversity-tech platform and creator of the first diversity certification for finance conferences, is proud to announce the initial cohort...

Financial-services firm Edward Jones, celebrating its Centennial in 2022, is accelerating its journey and aspiration to deliver human-centered complete wealth management to its current and future...

Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined capabilities of Envestnet | Yodlee, Envestnet...

Producers Choice Network® (PCN) has launched One Insurance Solution for RIAsSM (OIS), its exclusive concierge outsourced insurance desk for Registered Investment Advisers (RIAs) across the...

CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year...

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release fourth quarter and full year 2021 financial results on Thursday, February 24, 2022 after market...

Trucendent, a firm dedicated to improving estate planning for clients and advisors, has continued to grow in the wake of rising demand from financial advisors and enterprises, announcing that...

FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced today...

LinkedInTwitterFacebookWhatsAppCopy Link Envestnet® | Yodlee®, a leading data aggregation and analytics platform for financial services, and The Pension Lab, a pension FinTech provider, have...

Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness...

Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness...

As the growth of open banking accelerates, Envestnet | Yodlee, a leading data aggregation and analytics platform for financial services, has dramatically grown its open banking activities across...

Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) Wellington-Altus Financial Inc. https://www.wellington-altus.ca/ WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14, 2021...

Abe.ai (an Envestnet solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial institutions and POPi/o®, a leading provider of Digital Customer...

Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to...

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be hosting a fireside chat at the Goldman Sachs U.S. Financial Services Conference in New York, NY on...

Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today Jack Henry...

Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) FIDx is the insurance technology platform that connects advisors to a world of planning, insurance, investing and protection...

Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and Capital One Financial Corporation (NYSE:COF)...

Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) SIMON Markets LLC CHICAGO and NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Envestnet, Inc. announces that it is partnering with SIMON...

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the continued expansion of its...

CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine...

Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to...

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that Anil Arora has resigned as a director of the Company effective October 28, 2021. “Anil’s knowledge of, and...

YIELDX https://yieldx.app/ CHICAGO and MIAMI, Oct. 25, 2021 /PRNewswire/ -- Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a...

Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and...

(PRNewsfoto/Carson Group) For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide (PRNewsfoto/Envestnet | MoneyGuide) OMAHA, Neb.

Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection...

Envestnet | Yodlee -- a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services -- and Navy Federal Credit Union (NFCU) today...

Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP)...

TD Bank Group and Envestnet | Yodlee today announced a data access agreement to address the needs of an increasingly digital customer base. This North American agreement signifies the alignment...

Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, has today announced its contract renewal with Finder,...

Envestnet has rolled out updates to the new version of its Recommendations Engine, allowing financial advisors at enterprise organizations and Registered Investment Advisers (RIAs) to further...

Qualis Capital LLC today announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial...

London, 10 August, 2021— Envestnet | Yodlee, a leading data aggregation and data analytics platform for financial services, has announced it will provide account verification for one of the most...

Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocksSM series that can serve as an on-ramp to planning for advisors and their clients. The...

Envestnet, Inc. (NYSE: ENV) announces that Peak Trust Company (Peak), an advisor-focused firm offering customized trust administration for individuals and families, has joined the Envestnet Trust...

Envestnet Retirement Solutions, a subsidiary of Envestnet, Inc. (NYSE: ENV), announces that it has been chosen by Sallus Retirement LLC (Sallus Retirement) to serve as investment manager for the...

SAN FRANCISCO--(BUSINESS WIRE)--Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to...

CHICAGO--(BUSINESS WIRE)-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2021 financial results on Thursday, August 5, 2021 after market close. The...

UBS http://www.ubs.com/ Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) iCapital Network www.icapitalnetwork.com CHICAGO and NEW YORK, July 13, 2021 /PRNewswire/ -- UBS (NYSE: UBS),

Envestnet, Inc. (NYSE: ENV) announces that Sterling Trustees has joined the Envestnet Trust Services Exchange, powered by Trucendent, to provide its suite of South Dakota trust administration...

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a virtual Investor Day on Tuesday, June 29, 2021 and Wednesday, June 30, 2021. At the virtual...

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today the availability of its...

RF Capital Group Inc. (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial...

Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today unveiled an enriched developer...

CHICAGO, Jan. 26, 2021 -- Envestnet, Inc. has announced the launch of the new version of its Recommendations Engine for enterprise organizations. The Recommendations Engine smartly sifts through...