Press Releases

Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth Management Platform BERWYN, Pa., May 20, 2026 /PRNewswire/ -- Envestnet,...

Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance Exchange BERWYN, Pa., May 20, 2026 /PRNewswire/ -- Envestnet, the...

Live Demos from Q2 Technology Release Introduced on Envestnet Elevate Mainstage, Underway at the Phoenix Convention Center BERWYN, Pa., May 19, 2026 /PRNewswire/ -- Envestnet is advancing the next...

New artificial intelligence and modernized planning capabilities support more dynamic client conversations to help deepen relationships and drive better planning outcomes BERWYN, Pa., May 19, 2026...

Second Technology Release of 2026 Features Updates to Elevate Advisor Efficiency, Security, and Optimize the Client Experience BERWYN, Pa., May 19, 2026 /PRNewswire/ -- Envestnet, the leading...

Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements and milestones across its Wealth Solutions business, reinforcing its commitment to helping advisors...

Latest Technology Release Helps Advisors Move from Insights to Action Faster with Greater Transparency, Automation, and Operational Efficiency BERWYN, Pa., May 19, 2026 /PRNewswire/ -- Envestnet,...

AI Woven Throughout The Fabric Of Envestnet's Platform, Workflows And Data To Help Advisors, Home Offices and Asset Managers Meet Every Moment BERWYN, Pa., May 14, 2026 /PRNewswire/ -- Envestnet,...

Platform Features Enhanced Capabilities With New Multi-Currency Wealth Trading Tools, Data Insights & Scalable Portfolio Construction David Kamerman Promoted to Lead Strategic Relationships and...

Fifth Annual Envestnet | MoneyGuide/Datos Insights Study Finds Comprehensive Services, Ongoing Engagement, and Clearer Fee Architecture are Becoming the Standard BERWYN, Pa., May 4, 2026...

Annual Conference, Taking Place May 19-20 at the Phoenix Convention Center, Offers Workshops and Interactive Sessions on How Envestnet Private Wealth Helps Optimize Service & Outcomes for HNW Clients

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework NEW YORK and BERWYN, Pa., April 15, 2026...

AI Mindset CEO Rounds out Envestnet's Annual Conference Agenda Showcasing the Intelligence Empowering Financial Advisors with Personalized, Scalable and High-Impact Guidance

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...