Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS
BERWYN, PA / BOSTON, MA — September 9, 2026 — Envestnet, a leading Adaptive WealthTech company serving more than a third of all...
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...
Envestnet Earns Great Place To Work Certification™
BERWYN, Pa. June 29, 2026 — Envestnet, the leading Adaptive WealthTech company, is proud to be Certified™ by Great Place To Work...
Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors
Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth...
Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience, Unifying Investments, Planning & Insurance for Advisors and Clients
Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance...
LIVE FROM ELEVATE 2026: Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on its Wealth Management Platform
Live Demos from Q2 Technology Release Introduced on Envestnet Elevate Mainstage, Underway at the Phoenix Convention Center...
Envestnet | MoneyGuide Introduces New Enhancements at Elevate 2026, Expanding Planning Strategies and Client Engagement Tools for Advisors
New artificial intelligence and modernized planning capabilities support more dynamic client conversations to help deepen...