Press Releases

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

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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

Envestnet Elevate 2026 Registration Open: 2,000+ Wealth Management Industry Professionals to Learn How to 'Meet Every Moment' for Clients

Envestnet's Annual Conference to be Held in Phoenix from May 19-20, 2026 Envestnet Elevate Brings Together Thousands of...

Oct 28, 2025

Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton

Envestnet Expands Access to Institutional-Quality Alternatives, Without Added Operational Complexities, for Advisors Serving HNW...

Oct 28, 2025

ENVESTNET, INC. APPOINTS BHASKAR PEDDHAPATI AS CHIEF TECHNOLOGY OFFICER TO ACCELERATE INNOVATION AND AI-DRIVEN TRANSFORMATION

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

Oct 23, 2025

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client...

Oct 03, 2025