Press Releases

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

Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a...

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE:...

BOSTON & BERWYN, Pa., June 13, 2024 – Fidelity Investments and Envestnet (NYSE: ENV) today announced the expansion of their 20+ year relationship to deliver a comprehensive wealth and advisory...

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem BERWYN, Pa., June...

Now In Its 20th Year, Envestnet's Asset Manager of the Year Awards Program Recognizes Top Performing Portfolio Managers with Standout Strategies BERWYN, Pa., May 15, 2024 /PRNewswire/ --...

Preeminent industry event hosts nearly 2,000 Advisors, RIAs, Enterprises and Fintechs who Seek Better Client Outcomes, Growth and Productivity through Envestnet's Wealth Management Platform...

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of...

Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023 BERWYN, Pa., May 3, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has...

Introducing an Outsourced Insurance Desk for RIAs and Fee-Based Advisors BERWYN, Pa., April 23, 2024 /PRNewswire/ -- Today, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets,...

'Making the Future of Financial Planning' Course led by Luminary Faculty: Evensky, Holland, Jetton, Kahler, Levin, Millar, Moisand, Solin and Rostad WASHINGTON, April 16, 2024 /PRNewswire/ -- The...

Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity BERWYN, Pa., and BOSTON,

Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow BERWYN, Pa., March 13, 2024 /PRNewswire

Envestnet | MoneyGuide Named Leading Financial Planning Software Provider By Market Share For 17th Consecutive Year, In 2024 T3/Inside Information Advisor Software Survey BERWYN, Pa., March 11, 2024 /

Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice BERWYN, Pa.,...

WealthTech's Preeminent Two-Day Event Will Feature Demos, Tutorials, 50 Incredible Breakouts, Keynotes from Bill Crager, Angela Duckworth & Charles Duhigg, and CE Credit Sessions Join 3,000...

Since Launching in 2013, Envestnet Is Now One of the Largest Direct Index Separately Managed Account Providers, Offering Clients a Passive Strategy that Combines Tax Management and Customization...

See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth Management Platform Can Power Your Business and Drive Advisor Productivity...

Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience BERWYN, Pa., Jan. 24, 2024 /PRNewswire/ --...

Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA consulting capability, the RIA Growth Lab. This innovative offering aims to...

Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet has...

Crager to Continue with Envestnet as a Senior Advisor effective March 31, 2024 Board of Directors to Initiate a Search for a Successor Board Chair James L. Fox to serve as interim CEO effective...

Study Highlights how End-To-End Platforms, Holistic Advice, AI, and the Rising Demand for Personalized Investments and Technology are Accelerating the Future of Financial Advice BERWYN, Pa., Dec....

National Study Provides Insights for Financial Advisors on the Divergent Mindsets, Concerns, and Preferences of Affluent American Investors Across Generations BERWYN, Pa., Dec. 6, 2023...

Firm Joins Forces with Empower to Launch New 401(k) Solution Offering High-Quality Plans with Comprehensive Suite of Investments BERWYN, Pa., Nov. 14, 2023 /PRNewswire/ -- Financial advisors can...