Press Releases

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...

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...

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,...

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...

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...

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...

AUSTIN, Texas--(BUSINESS WIRE)--Industry leading wealth management platform, Kestra Financial, today announced the launch of Retirement Plan Enterprise (RPE) in partnership with 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 months...

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....

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...

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...

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,...

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...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced today...

LinkedInTwitterFacebookWhatsAppCopy Link Envestnet® | Yodlee®, a leading data aggregation and analytics platform for financial services, and The Pension Lab, a pension FinTech provider, have...

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...

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...

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...