Press Releases

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

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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

Wealth Industry's Premier Advisor Tech Conference - Envestnet Elevate 2024 - Kicks off in Phoenix

Preeminent industry event hosts nearly 2,000 Advisors, RIAs, Enterprises and Fintechs who Seek Better Client Outcomes, Growth...

May 14, 2024

ENVESTNET AND SALESFORCE PARTNER TO ENHANCE EXPERIENCES FOR FINANCIAL PLANNERS

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa...

May 13, 2024

Envestnet Announces Finalists for 2024 Asset Manager of the Year Awards

Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023...

May 03, 2024

FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity Solutions into Their Business*

Introducing an Outsourced Insurance Desk for RIAs and Fee-Based Advisors BERWYN, Pa., April 23, 2024 /PRNewswire/ -- Today...

Apr 23, 2024