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 Data and Analytics to Enter the Small to Medium-Sized Business Market

Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital...

Apr 18, 2022

Envestnet to Announce First Quarter 2022 Results on May 5, 2022

BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2022...

Apr 14, 2022

Fidelity® Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology...

Apr 07, 2022

FutureVault Partners with Envestnet | Yodlee to Augment and Enhance its Digital "Personal Life Management" Experience for Wealth Management Clients

FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions, is pleased to announce it has...

Apr 04, 2022

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing...

Mar 31, 2022

Backbase partners with Envestnet | Yodlee to give customers a 360° view into their personal financial wellness

AMSTERDAM (March 29, 2022) —Backbase, the leading global engagement banking platform provider, today announced a partnership...

Mar 29, 2022

Envestnet Invites Advisors to Connect, Innovate & Disrupt at 2022 Advisor Summit in Charlotte May 11-12

For the first time since 2019, Envestnet (NYSE: ENV) invites financial advisors and professionals to convene in person for the...

Mar 24, 2022

Choir Announces First Cohort of Choir Certified™ Conferences

SAN FRANCISCO, March 24, 2022 (GLOBE NEWSWIRE) -- Choir, a diversity-tech platform and creator of the first diversity...

Mar 24, 2022

Edward Jones Accelerates Journey Toward Human-centered Complete Wealth Management

Financial-services firm Edward Jones, celebrating its Centennial in 2022, is accelerating its journey and aspiration to deliver...

Mar 15, 2022

Envestnet Names Farouk Ferchichi Leader of Data and Analytics Business

Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing...

Mar 10, 2022