Press Releases

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

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ENVESTNET ACCELERATES PRODUCT ENHANCEMENTS AND BUILDS OUT DISTRIBUTION CAPABILITIES TO DRIVE ADVISOR GROWTH IN HIGH-NET-WORTH MARKET SEGMENT

Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet...

Oct 10, 2024

Envestnet Stockholders Approve Acquisition by Bain Capital

Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and...

Sep 24, 2024

Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System

Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized...

Sep 23, 2024

ENVESTNET UNVEILS NEW TECHNOLOGY FOR RIAS AT FUTURE PROOF 2024

New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client...

Sep 16, 2024

Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations

Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's...

Aug 27, 2024

ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL

Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and...

Jul 11, 2024

ENVESTNET 2024 ADVISOR SURVEY HIGHLIGHTS WHAT'S TOP OF MIND FOR ADVISORS AS THEY FUTURE-PROOF THEIR BUSINESS

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth...

Jul 10, 2024

Fidelity® and Envestnet Expand Relationship to Deliver Next-Generation Unified Wealth & Advisory Platform

BOSTON & BERWYN, Pa., June 13, 2024 – Fidelity Investments and Envestnet (NYSE: ENV) today announced the expansion of their 20+...

Jun 13, 2024

ENVESTNET DEEPENING RELATIONSHIPS WITH BLACKROCK, FIDELITY, FRANKLIN TEMPLETON, AND STATE STREET TO LAUNCH PERSONALIZED INVESTMENT STRATEGIES

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform...

Jun 05, 2024

Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet

Now In Its 20th Year, Envestnet's Asset Manager of the Year Awards Program Recognizes Top Performing Portfolio Managers with...

May 15, 2024