Press Releases
Press Releases
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May 9, 2022Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
AUSTIN, Texas--(BUSINESS WIRE)--Industry leading wealth management platform, Kestra Financial, today announced the launch of Retirement Plan Enterprise (RPE) in partnership with Envestnet...
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May 5, 2022
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 months...
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Apr 28, 2022Latest Innovations Build on the Firm's Technology Roadmap To Support a Single View of a Client's Entire Financial Life
Envestnet has launched a series of technology updates throughout its ecosystem, designed to meet and exceed the evolving technology and investing needs of financial advisors and their clients....
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Apr 25, 2022FIDx Connects Insurance Carriers with a Growing Selection of Advisors & Distributors via Platform/Software-Agnostic Experience
Fiduciary Exchange LLC (FIDx) announces that it has forged a strategic partnership with Bonsai, LLC (Bonsai). The integration allows registered investment advisers (RIAs) and hybrid advisors to...
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Apr 20, 2022Door's Digital Platform Streamlines Information Management for Asset Managers & Research Analysts
Envestnet announces a partnership with Door, a leading global digital due diligence and risk management platform, to streamline and optimize its research on asset managers and their investment...
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Apr 18, 2022
Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital solutions that empower SMBs to intelligently connect, grow, protect,...
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Apr 14, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2022 financial results on Thursday, May 5, 2022 after market close. The...
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Apr 7, 2022New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA
BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions,...
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Apr 4, 2022
FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions, is pleased to announce it has partnered with Envestnet® | Yodlee®, a leading data aggregation...
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Mar 31, 2022
UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet's client base with...
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Mar 29, 2022Enriching the Backbase Engagement Banking Platform with Envestnet | Yodlee data aggregation enables banks to improve customer retention, increase share of wallet and reduce cost to serve
AMSTERDAM (March 29, 2022) —Backbase, the leading global engagement banking platform provider, today announced a partnership with Envestnet® | Yodlee® (NYSE: ENV), a data aggregation and...
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Mar 24, 2022Industry's Preeminent In-Person Conference Features Keynotes from NASCAR Star Danica Patrick, Entrepreneur Peter Diamandis & Envestnet CEO Bill Crager
For the first time since 2019, Envestnet (NYSE: ENV) invites financial advisors and professionals to convene in person for the 2022 Envestnet Advisor Summit, to be held May 11-12 at the Charlotte...
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Mar 24, 2022
SAN FRANCISCO, March 24, 2022 (GLOBE NEWSWIRE) -- Choir, a diversity-tech platform and creator of the first diversity certification for finance conferences, is proud to announce the initial cohort...
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Mar 15, 2022Announces Investments Designed to Deliver Enhanced Client and Branch Experiences
Financial-services firm Edward Jones, celebrating its Centennial in 2022, is accelerating its journey and aspiration to deliver human-centered complete wealth management to its current and future...
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Mar 10, 2022Appointment reinforces Envestnet's focus on Data and Analytics to Power its Financial Wellness Ecosystem
Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined capabilities of Envestnet | Yodlee, Envestnet...
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Mar 9, 2022Introducing One Insurance Solution for RIAs, Powered by PCN. Protective Planning Made Easier.
Producers Choice Network® (PCN) has launched One Insurance Solution for RIAsSM (OIS), its exclusive concierge outsourced insurance desk for Registered Investment Advisers (RIAs) across the...
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Feb 24, 2022
CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year...
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Feb 10, 2022
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release fourth quarter and full year 2021 financial results on Thursday, February 24, 2022 after market...
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Feb 3, 202230+ Year Financial Services Veteran Shares Firm's Commitment to Building a Collaborative Ecosystem for Making Trust & Estate Planning Available to Everyone
Trucendent, a firm dedicated to improving estate planning for clients and advisors, has continued to grow in the wake of rising demand from financial advisors and enterprises, announcing that...
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Jan 20, 2022
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced today...
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Jan 11, 2022
LinkedInTwitterFacebookWhatsAppCopy Link Envestnet® | Yodlee®, a leading data aggregation and analytics platform for financial services, and The Pension Lab, a pension FinTech provider, have...
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Dec 21, 2021Firm's Financial Wellness Ecosystem Continues to Disrupt WealthTech, Raising Awareness By Connecting Human & Digital Experiences
Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness...
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Dec 21, 2021Firm's Financial Wellness Ecosystem Continues to Disrupt WealthTech, Raising Awareness By Connecting Human & Digital Experiences
Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness...
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Dec 16, 2021Envestnet | Yodlee has rapidly expanded open banking globally behind millions of data connections and accreditation in key international markets
As the growth of open banking accelerates, Envestnet | Yodlee, a leading data aggregation and analytics platform for financial services, has dramatically grown its open banking activities across...
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Dec 14, 2021
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) Wellington-Altus Financial Inc. https://www.wellington-altus.ca/ WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14, 2021...