Press Releases

BERWYN, Pa., January 9, 2025—Envestnet proudly announces that Dana D’Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions, was named Thought Leader of the Year at...

Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor Productivity and Growth Join Thousands of Financial Advisors, RIAs,...

Envestnet, Inc. (the "Company"), yesterday announced that, pursuant to that certain Agreement and Plan of Merger, dated as of July 11, 2024, by and among the Company, BCPE Pequod Buyer, Inc....

Transaction supports industry-leading wealth technology platform's next chapter as a private company BERWYN, Pa., Nov. 25, 2024 /PRNewswire/ -- Envestnet, Inc. (the "Company" or "Envestnet"), a...

Enhancements include Direct Service Requests, Alerts & Status, and Move Money Single Sign-On for Advisors Managing Schwab Accounts BERWYN, Pa., Nov. 18, 2024 /PRNewswire/ -- Envestnet has rolled...

New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized...

Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully engaging this lucrative client segment...

Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today announced that, at a special meeting (the...

Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at the 2024 WealthManagement.com Industry...

New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client Portal Envestnet Co-CIO and Solutions Group President Dana D'Auria...

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.,...