Frequently asked questions

When is Envestnet Elevate?
Pre-conference sessions take place Monday, May 13, 2024. The general sessions, keynotes, and breakouts are on Tuesday, May 14 - Wednesday, May 15. We recommend departure on Thursday, May 16 when all sessions and events have concluded.
Where is Envestnet Elevate?
Envestnet Elevate will take place at the Phoenix Convention Center this year in beautiful downtown Phoenix.
Is there a required dress code?
We encourage you to dress comfortably in business casual attire. While all sessions take place indoors, note that daily temperatures in Phoenix in May tend to be in the 90s, so we recommend planning accordingly.
Who can attend Envestnet Elevate?
Attendees range from financial services firms, including RIAs, independent broker-dealers, bank and trust companies, and other industry partners. Envestnet Elevate is an invitation-only event. Registration is subject to approval.
What is the cost of attending?
The cost to attend is $799 for standard pricing. We hope you’ll take advantage of the early bird pricing of $399 through March 9, 2024.
Are there any COVID-related policies I should be aware of?
We are not requiring COVID testing ahead of time. Attendees are welcome to wear masks if they prefer. As always, please stay home if you’re feeling sick. Policies are subject to change based on local and national guidelines.
What are the accommodation arrangements?
We’ve negotiated discounted rates for attendees at local hotels. Rooms at these rates are limited and first-come, first-served.
Can I watch the event virtually or on-demand?
We will provide an on-demand experience to attendees after the event, with recordings of select sessions. Only in-person attendance is available to see the event live. There will not be a live virtual experience this year.
What are the sponsorship opportunities?
We are currently accepting sponsors for the event and would welcome your participation. For information about the packages available, please reach out to:
Who can I reach out to with questions?
If you have any questions, please feel free to reach out to us at:
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Angela Duckworth
Best-selling author and pyschologist
Character Lab
Angela Duckworth is the co-founder of Character Lab, a nonprofit whose mission is to advance scientific insights that help children thrive. She is also the Rosa Lee and Egbert Chang Professor at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good Initiative, and founding faculty co-director of Wharton People Analytics. A 2013 MacArthur Fellow, Duckworth has advised the World Bank, NBA and NFL teams, and Fortune 500 CEOs. Prior to her career in research, Duckworth founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Duckworth completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania. Duckworth’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller. She is also co-host of the podcast No Stupid Questions.
Bill Crager
Co-Founder and Chief Executive Officer
Envestnet
As Co-Founder and Chief Executive Officer of Envestnet, Bill Crager drives the ongoing expansion of the firm's innovative financial wellness network.

In addition to leading Envestnet's mission to make financial wellness a reality for more people, Mr. Crager is responsible for Envestnet's Strategy, Finance, Legal, and Human Resources departments. He also oversees Envestnet | MoneyGuide, Envestnet | PMC and Envestnet Analytics, to empower advisors with better intelligence through a unified advice platform. Mr. Crager and the late Jud Bergman were among the first in the managed solutions industry to attempt to streamline independent advisors' practices by offering a broad range of fee-based products side by side within an easily accessible, open-architecture portal. More than 20 years after its establishment, Envestnet, under the leadership of Mr. Bergman and Mr. Crager, has grown into the leading managed solutions service provider by total platform assets and number of advisors served—and is uniquely positioned to help advisors adapt to changes in how essential advice is defined (and delivered).

In 2015, the Money Management Institute bestowed its highest honor on Mr. Crager, naming him that year's Industry Pioneer. He was voted one of the IA25 by readers of ThinkAdvisor and Investment Advisor magazine in 2020.

Prior to joining Envestnet, Mr. Crager served as a Managing Director at Nuveen (formerly Rittenhouse Financial Services). While there, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Mr. Crager received a BA from Fairfield University where he majored in economics and now serves on the Fairfield Board of Trustees.
Dana D'Auria
Co-Chief Investment Officer and Group President
Envestnet
As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships with exchanges and other wealth solutions providers. Dana is also a chair of Envestnet | PMC's Investment Committee.

Prior to joining Envestnet, Dana was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm's multi-factor family of funds.

Dana is a frequent contributor on CNBC Squawk Box, Bloomberg TV and Radio, Yahoo! Finance, and Nasdaq TradeTalks. She has been honored by Money Management Executive as one of the publication's “Top Women in Asset Management” in 2018 and “Women to Watch” in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing. Dana holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University.
Dani Fava
Group President, Product Innovation
Envestnet
As Group President, Product Innovation at Envestnet, Dani accelerates the firm's strategic vision to help advisors make financial wellness a reality for more people. Dani draws on more than 15 years of wealth management and technology experience, and most recently served as Director of Institutional Innovation at TD Ameritrade Institutional. Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019.
Molly Weiss
Chief Product Officer
Envestnet
Molly Weiss is a 15-year financial services veteran and drives Envestnet's end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly has worked to integrate the firm's acquisitions, and its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor user experience.

She holds an MBA from Santa Clara University.