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...