Press Releases

Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet's deep and ongoing investment in the Registered Independent Advisor...

Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform BERWYN, Pa., May...

Berwyn, Pa. – May 5 – GiftingNetwork, a leading provider of comprehensive philanthropic solutions, is thrilled to announce its selection by Envestnet, a leader in wealth management technology,...

Premier Wealth Industry Event Offers Technology, Insights And Strategies To Help Advisors Scale, Personalize and Boost Productivity BERWYN, Pa., April 9, 2025 /PRNewswire/ -- Envestnet's signature...

Offering Provides Investors with Improved Tax Management, Including Tax-Loss Harvesting, Alongside the Flexibility to Address Investment Preferences and Personal Values Strategies are offered in...

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale BERWYN, Pa. and LAS VEGAS, April 9, 2025 /PRNewswire/ -- Today, Envestnet announced at its Elevate conference in Las Vegas

New Innovation Brings Model-Traded Direct Indexing to Unified Managed Accounts for the First Time in Canadian Wealth Management BERWYN, Pa., March 31, 2025 /PRNewswire/ -- Envestnet is expanding...

Industry-Acclaimed WealthTech Conference Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders To Drive the Future of Wealth Management in Las Vegas on April 9-10, 2025

Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024 BERWYN, Pa., March 11, 2025 /PRNewswire/ -- Envestnet announced the winners of its 2025 Asset Manager of...

Key Wealth, the wealth management business of KeyBank and Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced today that they have expanded...

Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth BERWYN, Pa., Jan. 21, 2025 /PRNewswire/ -- Envestnet, a leading provider of integrated technology,...

Wealth Management Platform's Insights Engine Unveils Key Data-Driven Strategies Leveraged by Enterprise Advisors and RIAs to Optimize Client Portfolios & Grow Their Practices BERWYN, Pa., Jan. 16,...

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:...