Press Releases

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

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Abe.ai And POPi/O Announce Digital Customer Service Partnership

Abe.ai (an Envestnet solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial...

Dec 07, 2021

Advisor Credit Exchange Partners with Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform

Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to...

Dec 07, 2021

Envestnet to Present at the Goldman Sachs U.S. Financial Services Conference

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be hosting a fireside chat at the...

Dec 06, 2021

Jack Henry Collaborates with Envestnet | Yodlee to Improve Financial Data Access

Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services...

Dec 02, 2021

Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) FIDx is the insurance technology platform that connects...

Dec 01, 2021

Envestnet | Yodlee, Capital One Data Access Agreement Results in More Seamless Experience, Increased User Control, and Reliability Improvements for Banking Customers

Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital...

Nov 17, 2021

Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as Fee-Based Solutions

Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) SIMON Markets LLC CHICAGO and NEW YORK, Nov. 16, 2021...

Nov 16, 2021

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings...

Nov 11, 2021

Envestnet Reports Third Quarter 2021 Financial Results

CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial...

Nov 08, 2021

Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer

Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the...

Nov 01, 2021