Press Releases

First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a...

Asset Managers Honored for Outstanding 2025 Performance During Envestnet Engage: Manager Forum in Charleston, SC BERWYN, Pa., March 18, 2026 /PRNewswire/ -- Envestnet, the leading Adaptive...

Annual Conference, Scheduled for May 19-20 at the Phoenix Convention Center, Focused on Accelerating Advisor Growth and Helping Advisors 'Meet Every Moment' BERWYN, Pa., March 17, 2026...

Envestnet Continues to Harness the Innovation, Scale & Connectivity of its Ecosystem to Simplify the Integration of Alternative Investments into Advisory Practices BERWYN, Pa., March 16, 2026...

Powerful Prospecting Tool Delivers a Clear Snapshot of a Client's Situation Using Just Five Essential Data Points As Part of its Most Recent Quarterly Tech Updates, Envestnet Enhances Retirement...

New Enhancements Advance Efficient Workflows, Greater Flexibility and AI-Driven Insights Across The Wealth Management Lifecycle BERWYN, Pa., March 5, 2026 /PRNewswire/ -- Envestnet, the leading...

Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform BERWYN, Pa., Feb. 19, 2026 /PRNewswire/ --...

Envestnet, the Adaptive WealthTech company, today announced the appointment of Jonathan Linstra as Chief Growth Officer (CGO). This newly created role marks the next phase of a strategic evolution...

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

Inside WealthTech Brings Listeners Inside the Conversations Shaping WealthTech's New Wave BERWYN, Pa., Jan. 6, 2026 /PRNewswire/ -- Envestnet has launched Inside WealthTech, a new blog and video...

Envestnet, a leading provider of Adaptive WealthTech for financial advisors, today announced the rollout of its fourth-quarter platform technology updates for the Envestnet | Tamarac platform,...

Innovation Across Market-Leading Wealth Management Platform Reflected in Most Recent Quarterly Series of Tech Updates, Modernizing and Expanding Portfolio Management BERWYN, Pa., Dec. 11, 2025...

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors BERWYN, Pa., Nov. 24, 2025...

Envestnet's Annual Conference to be Held in Phoenix from May 19-20, 2026 Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How...

Envestnet Expands Access to Institutional-Quality Alternatives, Without Added Operational Complexities, for Advisors Serving HNW & UHNW Clients Models from Fidelity Investments and State Street...

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

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...