Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
Envestnet Appoints Jane Graham Senior Vice President, Client Experience, to Help Advisors Succeed on its Platforms
Veteran customer lifecycle executive brings deep expertise in service, client success, retention, and large-scale transformation...
Envestnet | Tamarac and Canoe Intelligence Automate Alternative Investment Document Delivery for Shared Wealth Management Clients
New integration automates document handling, giving advisors and their clients a single view of alternative investment tax...
Envestnet Custom Model Solutions Gives RIAs a White-Labeled Path to Outsourced Model Management
Program Pairs Asset Manager-Built Models with Outsourced Trading, Billing, and Reporting
With Managers Potentially Covering...
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...