Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
Envestnet Enhances Wealth Data Platform with Expanded Benchmarking, Advisor Opportunity Intelligence, and New Portfolio Insights
Third Technology Release of 2026 Deepens Performance Intelligence and Advisor Decisioning across the Envestnet Ecosystem
Envestnet Strengthens UMA Tax Overlay Service, Delivering Average After-Tax Benefit of +1.96% for Full 2025 Tax Year
New Analysis Finds Nearly 99% of UMA Tax Overlay Accounts Benefited from Active, Holistic Tax Management in 2025
Envestnet's Tamarac Platform Sharpens Advisor Reporting and Deepens CRM Integration, as Part of R3 Enhancements
Envestnet's Third Tech Release of 2026 Expands Report Studio, Streamlines the Client Portal, and Connects Tamarac Trading Data...
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience BERWYN, Pa., Sept. 15, 2026...
Envestnet | MoneyGuide Improves Usability, Modernizes Key Workflows with Rollout of Further Planning Enhancements
Third Tech Release of 2026 Includes Stronger Support for Annuities & Structured Investments BERWYN, Pa., Sept. 15, 2026...
ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS
Acquisition Adds Vestmark's Trading, Tax Transition, and Engineering Capabilities — and a Complementary Client Base — to...
ENVESTNET DEEPENS $1 BILLION WEALTHTECH COMMITMENT, MORE THAN DOUBLING TECHNOLOGY INVESTMENT IN TAMARAC
New AI Report Studio, Expanded Custom Model Solutions, And Full MoneyGuide Integration Mark The "Next Era of Tamarac," Giving...
Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises
Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience...
Envestnet Introduces List of Interval Funds Approved by Manager Research Team
Due diligence on interval funds helps advisors navigate private markets with greater confidence, clarity, and risk awareness...
ENVESTNET AND VANGUARD COLLABORATE TO DELIVER TAX-EFFICIENT, ADVISOR-CENTRIC INVESTMENT SOLUTIONS
Strategic Relationship Combines Vanguard's Advisor's Alpha® Framework And Model Portfolios With Envestnet Adaptive WealthTech To...