Press Releases
Press Releases
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Apr 23, 2024
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,...
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Apr 16, 2024
'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...
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Apr 11, 2024Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform
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,
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Mar 13, 2024
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
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Mar 11, 2024
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 /
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Mar 8, 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.,...
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Mar 4, 2024
WealthTech's Preeminent Two-Day Event Will Feature Demos, Tutorials, 50 Incredible Breakouts, Keynotes from Bill Crager, Angela Duckworth & Charles Duhigg, and CE Credit Sessions Join 3,000...
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Feb 28, 2024
Since Launching in 2013, Envestnet Is Now One of the Largest Direct Index Separately Managed Account Providers, Offering Clients a Passive Strategy that Combines Tax Management and Customization...
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Jan 29, 2024
See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth Management Platform Can Power Your Business and Drive Advisor Productivity...
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Jan 24, 2024
Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience BERWYN, Pa., Jan. 24, 2024 /PRNewswire/ --...
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Jan 22, 2024
Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA consulting capability, the RIA Growth Lab. This innovative offering aims to...
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Jan 22, 2024
Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet has...
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Jan 8, 2024
Crager to Continue with Envestnet as a Senior Advisor effective March 31, 2024 Board of Directors to Initiate a Search for a Successor Board Chair James L. Fox to serve as interim CEO effective...
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Dec 18, 2023
Study Highlights how End-To-End Platforms, Holistic Advice, AI, and the Rising Demand for Personalized Investments and Technology are Accelerating the Future of Financial Advice BERWYN, Pa., Dec....
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Dec 6, 2023
National Study Provides Insights for Financial Advisors on the Divergent Mindsets, Concerns, and Preferences of Affluent American Investors Across Generations BERWYN, Pa., Dec. 6, 2023...
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Nov 14, 2023
Firm Joins Forces with Empower to Launch New 401(k) Solution Offering High-Quality Plans with Comprehensive Suite of Investments BERWYN, Pa., Nov. 14, 2023 /PRNewswire/ -- Financial advisors can...
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Nov 6, 2023
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX...
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Oct 25, 2023
ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development BERWYN, Pa., Oct. 25, 2023 /PRNewswire/ -- Advisor Credit Exchange (ACE) today...
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Oct 23, 2023
Inaugural Partnership with Central Bank Offers an Embedded Digital Investing Experience for Online and Mobile Bank Users BERWYN, Pa., Oct. 23, 2023 /PRNewswire/ -- At a time when consumers...
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Oct 20, 2023
Credit Accelerator Harnesses Alternative Data to Enable More Inclusive Credit Decisions BERWYN, Pa., Oct. 20, 2023 /PRNewswire/ -- Envestnet | Yodlee is proud to unveil Credit Accelerator, a...
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Oct 19, 2023
Envestnet® | Yodlee® commends the Consumer Financial Protection Bureau (CFPB) for its progressive proposal to establish a Personal Financial Data Rights rule, as unveiled today. This rule, aimed...
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Oct 16, 2023
First Command Advisors To Access Full Financial Wellness Ecosystem Including: Data Aggregation, Financial Planning, Enhanced Reporting, Portfolio Management, CRM Integration, and Tax Overlay...
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Oct 12, 2023
Drawing on Billions of Transactions, Businesses Across 60+ Industries Can Draw Signals from Timely Data to Make Informed Decisions BERWYN, Pa., Oct. 12, 2023 /PRNewswire/ -- Envestnet | Yodlee is...
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Sep 25, 2023
Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial...
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Sep 18, 2023
Envestnet has partnered with voting technology provider iconik to enable enhanced proxy voting solutions for the firm's Sustainable Quantitative Portfolios, providing a way for individual...
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Sep 11, 2023
Next-Generation Updates Enhance the Advisors' Day-to-Day Experience, through a Focus on Proposal & Trading, Client Portal, Envestnet's Insights Engine, and Optimized User Experience BERWYN, Pa.,...
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Jul 6, 2023
Choir Certification for Financial Industry Conferences Requires Meeting Rigorous Standards for Amplifying the Voices of Women, Non-Binary People & People of Color BERWYN, Pa., July 6, 2023 /PRNewswire
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Jun 7, 2023
Their Combined Technology and Processes Improve Estate Planning Experiences BERWYN, Pa., June 7, 2023 /PRNewswire/ -- Trucendent, a technology firm dedicated to improving estate planning for...
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May 2, 2023Goalsetter's spending fintech platform is a new solution for advisors that helps families build generational wealth and achieve an Intelligent Financial Life
Goalsetter, an award-winning family financial education-focused spending and savings platform, today announced that it is partnering with Envestnet, a leading provider of intelligent systems for...
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May 2, 2023The API-fueled solution enables greater control and faster connectivity of embedded finance and customer data portability.
PHOENIX – May 2, 2023 – Axway (Euronext: AXW.PA), provider of Amplify Open Banking, is proud to announce its partnership with Envestnet Data and Analytics (D&A), through Envestnet | Yodlee, a...
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May 1, 2023
New Research Paper Explores How To Unlock Personalization at Scale With Insights for Advisors to Meet Shifting Client Expectations BERWYN, Pa., May 1, 2023 /PRNewswire/ -- Set against the backdrop...
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Apr 26, 2023
Premier Industry Event Showcases How Financial Advisors Can Harness the Unmatched Customization, Scalability & Personalization of the Envestnet Ecosystem to Elevate the Client Experience BERWYN, Pa.,
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Apr 19, 2023
Envestnet Data and Analytics continues to expand its open banking ecosystem, with nearly 19 million open banking connected financial accounts BERWYN, Pa., April 19, 2023 /PRNewswire/ -- As...
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Mar 29, 2023
Over 2,000 Wealth Management Pros & FinTech Leaders to Convene in Denver from April 26-27, 2023 BERWYN, Pa., March 29, 2023 -- Envestnet announces its annual Advisor Summit – now...
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Mar 28, 2023
Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced the appointment of three new independent directors to its Board...
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Mar 16, 2023
Envestnet Data and Analytics, a subsidiary of Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, has commissioned Forrester Consulting,...
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Mar 13, 2023
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...
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Dec 1, 2022
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...
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Nov 17, 2022
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...
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Nov 15, 2022
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...
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Nov 14, 2022
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...
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Nov 2, 2022
Updates Throughout Q3 Include New Reporting Views, Prospecting Capabilities, Debt Consolidation Strategies, Portfolio Products & Partner Integrations, to Further Bolster the Intelligent Financial...
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Oct 27, 2022
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/ --...
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Oct 24, 2022
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...
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Oct 20, 2022Powered by Snowflake, the Wealth Data Platform Offers Wealth Advisory Firms a Holistic View of Their Clients' Financial Information and Actionable Insights Every Day
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...
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Oct 20, 2022
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...
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Oct 12, 2022
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...
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Oct 4, 2022
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...
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Aug 23, 2022
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...
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Aug 9, 2022As Online Career-Training Program Continues to Grow, Franklin Templeton Lends Support to Help Strengthen Industry Diversity & Inclusion
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...