Press Releases
Press Releases
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Aug 4, 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 and six...
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Aug 1, 2022New Campaign Showcases the Connected Imagined Finances of Beloved Crustacean & Small Business Owner Mr. Krabs within Envestnet's Next-Gen Client Portal
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...
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Jul 28, 2022Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth
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...
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Jul 27, 2022Strategic Integration Provides Efficient, Frictionless & Fully Digital Process for Opening Advisory Accounts
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...
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Jul 21, 2022
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...
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Jul 19, 2022Envestnet Formalizes Management of Company-Wide ESG Focus as Part of Ongoing Commitment
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...
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Jul 6, 2022Redi2's Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base
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...
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Jun 14, 2022For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee's 1,500+ apps and services
RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer base. The...
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Jun 7, 2022Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech
Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions,...
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Jun 1, 2022Digital 401(k) Retirement Plan Marketplace Provides a Seamless & Efficient Way for Advisors to Incorporate Retirement Plan Servicing into Their Practices
Envestnet today announced its acquisition of 401kplans.com, a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors...
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May 31, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the 2022 RBC Capital Markets Financial Technology Conference...
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May 18, 2022Top Insurance Carrier Adds a Significant Number of its Commission and Fee-Based Products to Financial Professionals Connected to the Envestnet Insurance Exchange
Lincoln Financial Group (NYSE: LNC) has added more than 25 of its annuity products to the Envestnet Insurance Exchange, powered by FIDx, the only digital marketplace representing a single point of...
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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...
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Dec 7, 2021New Partnership Provides Financial Institutions Seamless Integration of AI-Powered Virtual Financial Assistant and Digital Customer Engagement Collaboration
Abe.ai (an Envestnet solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial institutions and POPi/o®, a leading provider of Digital Customer...
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Dec 7, 2021
Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to...
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Dec 6, 2021
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be hosting a fireside chat at the Goldman Sachs U.S. Financial Services Conference in New York, NY on...
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Dec 2, 2021Financial institutions gain better access to consumer-permissioned financial data, strengthening data protection while bolstering connectivity and reliability
Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today Jack Henry...
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Dec 1, 2021FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) FIDx is the insurance technology platform that connects advisors to a world of planning, insurance, investing and protection...
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Nov 17, 2021Direct Access API Agreement has led to removal of 296,000 stored customer credentials, more control for customers, and 30% increase in account linking success
Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and Capital One Financial Corporation (NYSE:COF)...
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Nov 16, 2021Envestnet Simplifies the Delivery & Lifecycle Management of Income- and Protection-Focused Products by Integrating SIMON's End-to-End Suite of Digital Tools Across its Ecosystem
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) SIMON Markets LLC CHICAGO and NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Envestnet, Inc. announces that it is partnering with SIMON...
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Nov 11, 2021Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange
NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the continued expansion of its...
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Nov 8, 2021Revenues, adjusted EBITDA and adjusted EPS exceed guidance in Q3 2021, Raising 2021 Outlook
CHICAGO--(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 nine...
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Nov 1, 2021New hire joins executive team to Optimize the Delivery of Envestnet's Financial Ecosystem for an Intelligent & Connected Financial Life
Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to...
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Oct 29, 2021
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that Anil Arora has resigned as a director of the Company effective October 28, 2021. “Anil’s knowledge of, and...
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Oct 25, 2021Through Investment in YieldX's Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs
YIELDX https://yieldx.app/ CHICAGO and MIAMI, Oct. 25, 2021 /PRNewswire/ -- Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a...
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Oct 18, 2021Access to Credit Solutions can Help Clients Manage Both Sides of Their Balance Sheets
Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and...