Press Releases

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

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Media and Press Inquiries

Envestnet Features Solutions For Personalization At Scale

New Research Paper Explores How To Unlock Personalization at Scale With Insights for Advisors to Meet Shifting Client...

May 01, 2023

Envestnet Summit 2023 - Elevate - Inspires Thousands to Deliver The Intelligent Financial Life™

Premier Industry Event Showcases How Financial Advisors Can Harness the Unmatched Customization, Scalability & Personalization...

Apr 26, 2023

Envestnet Named a Leader in Open Banking

Envestnet Data and Analytics continues to expand its open banking ecosystem, with nearly 19 million open banking connected...

Apr 19, 2023

Envestnet Summit 2023 - Elevate: See How You Can Help Deliver the Intelligent Financial Life™

Over 2,000 Wealth Management Pros & FinTech Leaders to Convene in Denver from April 26-27, 2023 BERWYN, Pa., March 29, 2023 --...

Mar 29, 2023

Envestnet Appoints Three New Independent Directors to Board

Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today...

Mar 28, 2023

Envestnet Data Aggregation Delivered 416% ROI for Financial Institutions, According to a Total Economic Impact Study

Envestnet Data and Analytics, a subsidiary of Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth...

Mar 16, 2023

Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning

New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a...

Mar 13, 2023

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services™

Independent investment advisors using Schwab's custodial services and the BillFin™ client billing solution now have more...

Dec 01, 2022

Envestnet, Inc. Announces Closing of Convertible Notes Offering

Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial...

Nov 17, 2022

Envestnet, Inc. Announces Pricing of Upsized $500 Million Convertible Notes Offering

Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial...

Nov 15, 2022