Press Releases

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

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Envestnet Integrates Interval Funds Directly into its Unified Managed Account Platform

Envestnet Continues to Harness the Innovation, Scale & Connectivity of its Ecosystem to Simplify the Integration of Alternative...

Mar 16, 2026

Envestnet | MoneyGuide Launches Dash, Further Simplifying & Streamlining the Planning Experience

Powerful Prospecting Tool Delivers a Clear Snapshot of a Client's Situation Using Just Five Essential Data Points As Part of its...

Mar 09, 2026

Envestnet Accelerates Adaptive WealthTech Innovation & Advances Enterprise Data and AI Capabilities with First Platform Release of 2026

New Enhancements Advance Efficient Workflows, Greater Flexibility and AI-Driven Insights Across The Wealth Management Lifecycle...

Mar 05, 2026

ENVESTNET APPOINTS RICH FRIEDBERG AS CHIEF INFORMATION SECURITY OFFICER

Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The...

Feb 19, 2026

ENVESTNET APPOINTS JONATHAN LINSTRA CHIEF GROWTH OFFICER AS PART OF STRATEGIC EVOLUTION TO DRIVE LONG-TERM VALUE CREATION

Envestnet, the Adaptive WealthTech company, today announced the appointment of Jonathan Linstra as Chief Growth Officer (CGO)...

Feb 02, 2026

ENVESTNET, INC. APPOINTS SUE BURTON AS CHIEF MARKETING OFFICER TO ACCELERATE GROWTH AND REIMAGINE THE DIGITAL EXPERIENCE

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today...

Jan 07, 2026

Envestnet Debuts Video Series Spotlighting the Forces Driving WealthTech Innovation & Industry Evolution

Inside WealthTech Brings Listeners Inside the Conversations Shaping WealthTech's New Wave BERWYN, Pa., Jan. 6, 2026 /PRNewswire/...

Jan 06, 2026

Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements, Accelerating Advisor Efficiency, Security & Client Experience

Envestnet, a leading provider of Adaptive WealthTech for financial advisors, today announced the rollout of its fourth-quarter...

Dec 22, 2025

Envestnet Caps Milestone Year with Latest Platform Enhancements, Delivering Greater Flexibility, Customization, and Efficiency for Advisors

Innovation Across Market-Leading Wealth Management Platform Reflected in Most Recent Quarterly Series of Tech Updates...

Dec 11, 2025

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at...

Nov 24, 2025