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.

07/17/15

CHICAGO, July 14, 2015 - Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist Network (Network), a roster of institutional-grade and boutique strategic and dynamic fund strategists. The platform provides retirement plan advisors with access to quality unitized fund strategist portfolios, which are monitored by ERS.

07/14/15

CHICAGO, IL, July 14, 2015 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist Network (Network), a roster of institutional-grade and boutique strategic and dynamic fund strategists. The platform provides retirement plan advisors with access to quality unitized fund strategist portfolios, which are monitored by ERS.

05/07/15

CHICAGO, IL, May 7, 2015—Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), announces that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation. Securities America’s advisors will be able to leverage ERS’s platform to more effectively and efficiently meet the needs of retirement plan sponsors.

05/07/15

CHICAGO, IL, May 7, 2015—Envestnet, Inc. (NYSE: ENV) announced today that it has launched ENVESTAT, an industry analytics platform that will deliver insights, trends and predictions about investor behavior and advisory practices. ENVESTAT will be introduced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.

05/07/15

CHICAGO, IL, May 7, 2015 -- Envestnet, Inc. (NYSE: ENV) announced that it will be launching Advisor Now™, a digital advice portal harnessing Envestnet's core capabilities to help independent advisors demonstrate more value to clients and improve financial outcomes for investors. Advisor Now was introduced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.

05/06/15

CHICAGO, IL, May 6, 2015 – Envestnet, Inc., (NYSE: ENV) announced today that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.

04/23/15

CHICAGO, IL, April 23, 2015 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have partnered to choose the finalists for the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards.

04/15/15

CHICAGO, April 15, 2015 -- Envestnet, Inc. (NYSE: ENV) announces that Matthew McGinness has joined the firm as Managing Director of Strategic Consulting for Enterprises.

04/09/15

CHICAGO, April 9, 2015—Envestnet, Inc. (NYSE: ENV) has announced a strategic investment in AlphaHedge Capital Partners, LLC, which provides access to long/short equity strategies through separately managed accounts (SMAs). Terms of the transaction, which closed on April 1, 2015, were not disclosed.

03/31/15

CHICAGO, March 31, 2015 – Envestnet, Inc. (NYSE: ENV) has launched a new series of Factor-Enhanced Portfolios designed to combine the benefits of index-based investments with active exposure to key factors that strive to improve risk-adjusted returns compared with traditional market capitalization-weighted indexes.

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