Press Releases

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...

Envestnet has been named one of the 2022 Best Places to Work in Financial Technology. Envestnet’s overall ranking moved from #41 on the list to #29 for 2022.The awards program was created in...

As Online Career-Training Program Continues to Grow, Franklin Templeton Lends Support to Help Strengthen Industry Diversity & Inclusion BERWYN, Pa., Aug. 9, 2022 /PRNewswire/ -- Envestnet...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six...

Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants' Mr. Krabs' imagined finances in their latest omnichannel brand campaign. The new digital interactive...

Envestnet published findings from its first national study, "The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection," led in partnership...

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the next phase of its strategic integration with Envestnet, further...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2022 financial results on Thursday, August 4, 2022 after market close. The...

Envestnet today announced it has appointed Ron Ransom to be Group Head of its Environmental, Social and Governance (ESG) office, a newly created role bringing a centralized focus to ESG activities...

Envestnet announced today that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the global financial services...

RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer base. The...

Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions,...

Envestnet today announced its acquisition of 401kplans.com, a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors...

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the 2022 RBC Capital Markets Financial Technology Conference...