Press Releases

Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.

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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...

Jul 21, 2026

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...

Jul 16, 2026

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...

Jul 09, 2026

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...

Jun 29, 2026

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...

May 20, 2026

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...

May 20, 2026

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...

May 19, 2026

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...

May 19, 2026

Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage at Elevate 2026

Second Technology Release of 2026 Features Updates to Elevate Advisor Efficiency, Security, and Optimize the Client Experience...

May 19, 2026

Envestnet Wealth Solutions Expands Alternative Investment Access, Enhances Platform Flexibility, and Marks Milestones Across ActivePassive and Purpose-Driven Investing at Elevate 2026

Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements and milestones across its Wealth...

May 19, 2026