Press Releases

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...

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...

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/ --...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

First Command Advisors To Access Full Financial Wellness Ecosystem Including: Data Aggregation, Financial Planning, Enhanced Reporting, Portfolio Management, CRM Integration, and Tax Overlay...

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...

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...

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...

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.,...

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

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...

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...

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...

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...

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.,

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...

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...

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...

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,...

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...