Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
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...
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...
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...
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...
ENVESTNET ANNOUNCES FIVE-YEAR STRATEGIC ROADMAP, MARKED BY INVESTMENTS IN RESEARCH & DEVELOPMENT, CLIENT SUPPORT AND AI
Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio...
ENVESTNET, INC. COMPLETES SALE OF YODLEE, INC. TO STG
Envestnet, Inc. today announced that it has completed the sale of Yodlee, Inc., its open finance and data analytics subsidiary...
ENVESTNET APPOINTS JOHN HOFMANN AS CHIEF FINANCIAL OFFICER
Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions...
Wealthbox Launches Integration with Envestnet to Streamline & Optimize Investment Management for Advisors
Providence, R.I.—July 15, 2025—Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment...
ENVESTNET APPOINTS SUE QUACKENBUSH AS CHIEF PEOPLE OFFICER
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today...
ENVESTNET, INC. ANNOUNCES DEFINITIVE AGREEMENT TO SELL YODLEE, INC. TO STG
Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data...