CHICAGO—March 20, 2018—Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018. The firm won in the Portfolio Management category for the Tamarac Reporting™ application and in the Innovative Investment Solution of the Year category for Envestnet’s award-winning Quantitative Portfolios. James Lumberg, Co-Founder and Executive Vice President at Envestnet, was also honored in the Leading Individual category.
CHICAGO—February 27, 2018—Envestnet, Inc. (NYSE: ENV) is thrilled to announce it won a 2018 Private Asset Management (PAM) Award in the category of Best Investment Platform – Innovation earlier this month for the impact investing suite of solutions available through Envestnet | PMC, its Portfolio Management Consultants group.
The Awards recognize the top industry professionals in the private asset management field and their accomplishments over the year.
CHICAGO – Edelman Financial Services, one of the nation's largest independent financial planning and investment management firms, today announced implementation of Envestnet’s industry leading integrated platform, enabling Edelman Financial planners to provide a unified experience and operate more efficiently to better serve clients.
CHICAGO—January 23, 2018—The demand for impact investing products is growing, but many independent financial advisors do not utilize them for their clients. To bridge this gap, Envestnet (NYSE: ENV) has teamed up with Investopedia to create the new “Impact Investing Hub,” which provides advisors and investors with educational content and actionable insights they need to begin meaningful conversations about impact investing.
CHICAGO – December 12, 2017 – Envestnet announced today that Hancock and Whitney Bank has selected Envestnet’s platform to power both its broker-dealer and trust business lines, allowing investment professionals across the bank to leverage integrated One Wealth technology without disrupting their current back office infrastructure.
CHICAGO, November 9, 2017 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness and the firm’s President, Bill Crager, were recognized at the Hope & Heroes annual fundraising dinner, which was held last night in New York. Hope & Heroes is a non-profit organization focused on funding Columbia University Medical Center’s work on childhood cancer and blood disorders.
CHICAGO – October 18, 2017 – Envestnet (NYSE: ENV) received four WealthManagement.com Industry Awards at a ceremony at The Plaza Hotel in New York City on October 11, 2017. The awards recognize achievements by companies and organizations that support financial advisor success; Envestnet was honored in four categories out of 127 finalists.
Chicago, IL — September 25, 2017 — Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology solutions.
CHICAGO—September 13, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has launched the Gender Equity Large Cap Core Portfolio, a new offering in its series of Quantitative Portfolios (QPs). The product seeks to deliver competitive returns by investing in companies that are leaders in fostering gender diversity and inclusion through their business activities—and is the first in the industry to provide access to this type of impact-driven portfolio through a passively managed separately managed account (SMA) vehicle.
CHICAGO—August 24, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), now provides the advisors it serves with access to long/short equity strategies available on the Envestnet platform through separately managed accounts (SMAs).