Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
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...
GiftingNetwork Joins the Envestnet Platform as Philanthropic Partner to Expand Charitable Solutions for Financial Advisors
Berwyn, Pa. – May 5 – GiftingNetwork, a leading provider of comprehensive philanthropic solutions, is thrilled to announce its...
ENVESTNET TEAMS WITH BLACKROCK TO SIMPLIFY ACCESS TO CUSTOM MODELS
Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale BERWYN, Pa. and LAS VEGAS, April 9, 2025...
ENVESTNET AND STATE STREET GLOBAL ADVISORS EXPAND ACCESS TO PERSONALIZED PORTFOLIOS THROUGH DIRECT INDEXING ON UMA PLATFORM
Offering Provides Investors with Improved Tax Management, Including Tax-Loss Harvesting, Alongside the Flexibility to Address...
Envestnet Elevate 2025 Underway in Las Vegas, Showcasing the WealthTech and Solutions Driving Advisor Growth
Premier Wealth Industry Event Offers Technology, Insights And Strategies To Help Advisors Scale, Personalize and Boost...
ENVESTNET ANNOUNCES FIRST-OF-ITS-KIND DIRECT INDEXING SOLUTION IN CANADA
New Innovation Brings Model-Traded Direct Indexing to Unified Managed Accounts for the First Time in Canadian Wealth Management...
Envestnet Elevate 2025: Katty Kay, Allistair McCaw & Dennis Moseley Williams Announced as Keynote Speakers--Along with a Very Special Guest
Industry-Acclaimed WealthTech Conference Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders To...