Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
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...
ENVESTNET EXPANDS ACCESS TO ALTERNATIVES WITH INTEGRATED MODELS AND ADVISOR-TRADED CAPABILITIES
New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset...
Envestnet Unveils Two Breakthrough AI Innovations, Ushering in a New Era of Intelligence-Driven Wealth Management
At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative...
Envestnet Strengthens Commitment to RIA Channel, Naming Industry Veteran and Financial Services Executive Sean Meighan Head of RIA Distribution
Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet...
Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized & At Scale
Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most...