Why Attend
The experience
Attending Elevate
Envestnet Elevate is one of the only live events bringing together financial advisors and RIAs, broker-dealers, asset managers, and enterprises into the same space to discuss how wealth management technology can revolutionize our practices, our clients, and our industry. We offer an exclusive mix of networking opportunities, training, and insights from top thought leaders, in a little over 2 days.Practice management sessions
Inspirational guest keynotes
Exclusive networking opportunities
Hands-on training / User group workshops
Dynamic breakouts to discuss industry challenges, trends, and solutions
CFP and CIMA Continuing Education credits
Listed on Morningstar’s 2025 Conference Shortlist for Financial Advisors and Wealth Managers2
Morningstar.com
2 “Morningstar’s 2025 Conference Shortlist for Financial Advisors and Wealth Managers.” Morningstar.com, 2025.