In the News

Dana D’Auria, Co-CIO and Group President of Envestnet Solutions, joins Asset TV from Envestnet Elevate to discuss how Envestnet is working with advisors to enhance investment offerings as it relates to tax optimization, retirement income planning, and alternative assets.

(Red Oak ID: 4425668)

Envestnet’s CEO Chris Todd joins Asset TV from Envestnet Elevate to discuss his initial priorities as CEO, positioning the company to solve for the needs of financial advisors, and implementing client feedback into the platform’s roadmap.

(Red Oak ID: 4425668)

CEO Chris Todd outlines his vision for tighter integration of Envestnet’s acquired platforms, a more seamless advisor experience, and stronger partnerships across the wealth management ecosystem.

(Red Oak ID: 4425697)

Molly Weiss writes on how technology has become the catalyst, making it easier than ever to provide tailored advice at scale.
(Red Oak ID: 4319544)

Andrew Stavaridis, chief relationship officer with Envestnet, explains how the company is implementing advanced direct indexing capabilities and enhanced tax overlay features while expanding its reporting capabilities to include alternative investments.

(Red Oak ID: 4425645)

Molly Weiss, group president at Envestnet, shares how the firm is empowering advisors through smarter technology.
(Red Oak ID: 4425645)

Envestnet's new CEO, Chris Todd, is steering the financial technology leader toward enhanced client service and strategic growth.
(Red Oak ID: 4425645)

Following Envestnet Elevate, Craig Iskowitz deep dives into platform enhancements discussed at the conference. (Red Oak ID: 4445376)

Disclosure: Envestnet is providing this endorsement in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a “Premier Partner”). The Premier Partners will pay Envestnet compensation for this endorsement, which creates an incentive for Envestnet to recommend...

Dana D'Auria appeared on RIA Channel to discuss customized index portfolios. (Red Oak ID: 4445365)

Disclosure: The information, analysis, and opinions expressed herein are for general information only. Nothing contained herein is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the securities or...

Envestnet announced new direct indexing options with State Street Global Advisors and new custom model portfolio options with BlackRock at Envestnet’s Elevate 2025 conference.

(Red Oak ID: 4445355)

Disclosure: Envestnet is providing this endorsement in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a “Premier Partner”). The Premier Partners will pay Envestnet compensation for this...