Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
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...
Alger Named 2025 Asset Manager of the Year by Envestnet
Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024 BERWYN, Pa., March 11, 2025...
Key Wealth Expands Strategic Relationship with Envestnet to Drive a Unified Experience for Advisors and Wealth Clients
Key Wealth, the wealth management business of KeyBank and Envestnet, a leading provider of integrated technology, intelligent...
Envestnet Announces Chris Todd as Chief Executive Officer
Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth BERWYN, Pa., Jan. 21, 2025...
Envestnet Reveals Top AI-Driven Insights for Advisors in 2024
Wealth Management Platform's Insights Engine Unveils Key Data-Driven Strategies Leveraged by Enterprise Advisors and RIAs to...