Press Releases

Featured Press Release - 01/02/18

Chicago, IL – January 2, 2018 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp.  The acquisition was first announced on September 25, 2017.

08/07/17

Milwaukee, WI, Aug. 07, 2017 (GlobeNewswire)  -- Advicent, a leading provider of SaaS technology solutions for the financial services industry, announced today a new integration with Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions used by over 55,000 advisors nationwide.

07/25/17

New York, NY – (GlobeNewswire) – July 25, 2017 – WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, today announced WisdomTree’s model portfolios will now be available on the Envestnet Wealth Management platform. Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness.

07/20/17

Raleigh, N.C. - First Citizens Wealth Management, part of Raleigh-based First Citizens Bank, today announced that it has implemented an industry leading integrated platform by Envestnet, providing a more unified experience for financial advisors and enhanced client service.

06/05/17

CHICAGO—June 5, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has introduced a new quantitative approval process for evaluating strategic beta exchange-traded funds (ETFs). The methodology for evaluating these products has been developed by PMC’s Quantitative Research Group (QRG).

05/05/17

CHICAGO—May 5, 2017—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards yesterday during the 2017 Envestnet Advisor Summit, currently underway at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (http://www.envestnet.com/advisorsummit).

05/04/17

CHICAGOMay 4, 2017To empower advisors and enterprises to deliver better financial outcomes through better intelligence, Envestnet, Inc. (NYSE: ENV) has unveiled new technology enhancements, further supporting financial advisors' unique value proposition.

05/03/17

DALLASMay 3, 2017At its annual Advisor Summit this week, Envestnet, Inc. (NYSE: ENV) introduced the new Essential Advisor™ Certification Program and Essential Advisor™ Awards. Designed in partnership with Cannon Financial Institute, Inc., the Essential Advisor™ program arms financial advisors with the tools they need to help clients navigate financial decisions through every stage of their lives.

05/02/17

DALLASMay 2, 2017Envestnet (NYSE: ENV), a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, today announced an expanded data analytics product lineup that harnesses the power of data intelligence to efficiently uncover growth opportunities and provide critical insights for Envestnet, Yodlee, an

04/05/17

CHICAGO—April 5, 2017—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards. The awards pay tribute to best-in-class portfolio managers, and will be presented during the 2017 Envestnet Advisor Summit, which is taking place May 3-5 at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (http://www.envestnet.com/advisorsummit).

03/30/17

CHICAGO – March 30, 2017Envestnet, Inc. (NYSE: ENV) will host its sixth annual Envestnet Advisor Summit May 3-5, 2017 at the Gaylord Texan Resort and Convention Center in Dallas, Texas. The conference is expected to draw more than 2,000 investment professionals from across the country to talk about today’s investment climate and strategies to support financial advisors as they grow their business in 2017 and beyond.

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