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...

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors BERWYN, Pa., Nov. 24, 2025...

Envestnet's Annual Conference to be Held in Phoenix from May 19-20, 2026 Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How...

Envestnet Expands Access to Institutional-Quality Alternatives, Without Added Operational Complexities, for Advisors Serving HNW & UHNW Clients Models from Fidelity Investments and State Street...

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Bhaskar Peddhapati as its Chief...

Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations BERWYN, Pa., Oct. 3, 2025 /PRNewswire/ -- Envestnet has...

Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement BERWYN, Pa., Sept. 8, 2025 /PRNewswire/...

Envestnet, Inc. today announced that it has completed the sale of Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling innovative...

Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced that John Hofmann will join its executive leadership...

Providence, R.I.—July 15, 2025—Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM...

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Quackenbush as its Chief People...

Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling...

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and...

At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (Gen BI) and Insights AI—designed to...

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,...