Press Releases
Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.
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...
Envestnet Congratulates Dana D’Auria, CFA on Winning ThinkAdvisor Luminary Award as 2024 Thought Leader of the Year
BERWYN, Pa., January 9, 2025—Envestnet proudly announces that Dana D’Auria, CFA, Co-Chief Investment Officer and Group President...
Envestnet Elevate 2025: Registration Now Open
Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor...
ENVESTNET INC. ANNOUNCES MAKE-WHOLE FUNDAMENTAL CHANGE AND SUPPLEMENTAL INDENTURES UNDER ITS 0.75% CONVERTIBLE NOTES DUE 2025 AND 2.625% CONVERTIBLE NOTES DUE 2027
Envestnet, Inc. (the "Company"), yesterday announced that, pursuant to that certain Agreement and Plan of Merger, dated as of...
BAIN CAPITAL COMPLETES ACQUISITION OF ENVESTNET
Transaction supports industry-leading wealth technology platform's next chapter as a private company BERWYN, Pa., Nov. 25, 2024...
ENVESTNET DEEPENS INTEGRATION WITH SCHWAB ADVISOR SERVICES™ THROUGH NEW CUSTODIAL FEATURES IN TAMARAC CRM
Enhancements include Direct Service Requests, Alerts & Status, and Move Money Single Sign-On for Advisors Managing Schwab...
Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions
New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic...
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...
Envestnet Stockholders Approve Acquisition by Bain Capital
Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and...
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...