Press Releases

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,...

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:...

BOSTON & BERWYN, Pa., June 13, 2024 – Fidelity Investments and Envestnet (NYSE: ENV) today announced the expansion of their 20+ year relationship to deliver a comprehensive wealth and advisory...

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem BERWYN, Pa., June...

Now In Its 20th Year, Envestnet's Asset Manager of the Year Awards Program Recognizes Top Performing Portfolio Managers with Standout Strategies BERWYN, Pa., May 15, 2024 /PRNewswire/ --...

Preeminent industry event hosts nearly 2,000 Advisors, RIAs, Enterprises and Fintechs who Seek Better Client Outcomes, Growth and Productivity through Envestnet's Wealth Management Platform...

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of...

Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023 BERWYN, Pa., May 3, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has...

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,...

'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...

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,

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

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 /

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.,...

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...