This May, over two thousand financial professionals will meet in Phoenix at Envestnet Elevate to discuss how wealth management technology can revolutionize advisor practices, client experiences, and our industry.
It’s the ideal setting for connecting with other registered investment advisors (RIAs), getting inspired by industry thought leaders, and positioning your practice for what’s ahead. Whether you're focused on growing your High-Net-Worth (HNW) client base, staying ahead of competitive pressures, or building a more efficient operation, Elevate 2026 is designed for you.
Take a look at what’s on the agenda:
Strengthen and expand your RIA practice
Get fresh perspectives on practice expansion, client relationships, and the trends shaping our industry today with targeted sessions from industry leaders and legendary keynote speakers:
Keynote: The Advisor's Standard — Leadership, Discipline, and Building a Practice That Wins
Hall of Fame football coach Nick Saban will share the principles behind his renowned “Process” mindset and how advisors can apply those principles to build resilient, growth-oriented practices that consistently win in a competitive marketplace.
Keynote: From Hype to Habit — Making AI Work Where It Matters Most
Conor Grennan, CEO and Founder of AI Mindset, Former Chief AI Architect at NYU Stern School of Business, will explore what it takes to make AI a practical, trusted part of the modern wealth management practice. Rather than focusing on tools alone, Grennan will look ahead to the leadership decisions and behavioral shifts that will define successful AI adoption. The session will examine how advisors can use AI to navigate growing complexity, deepen client engagement, and scale their practices without sacrificing the human connection at the core of great advice.
The RIA Competitive Landscape: Trends, Outlook, and Insights
This panel explores the forces reshaping the RIA landscape, from technology to growth strategies. Panelists will share practical insights into what advisors and firms should be preparing for next as competition and client expectations continue to rise.
High-Net-Worth Practice Management Workshop
Discover strategies for deepening advisor-HNW client relationships and enhancing practice growth through insights, planning, and personalized engagement. Designed to support advisors at every career stage, the session highlights tools and approaches that drive meaningful impact and position firms for long-term success.
Optimize the client experience with technology
From automating portfolio management to streamlining your managed account business, these sessions explore how the right technology can help eliminate time-consuming tasks and deliver a more impactful client experience.
Scaling with Tamarac Trading: Practical UMA Solutions for Growing Firms
Explore how Tamarac Trading, Unified Managed Households (UMH), and Unified Managed Accounts (UMAs) connect to support scalable, efficient trading workflows — featuring live demos and practical solutions for firms looking to get more from their Tamarac platform.
Implementing Fund Strategist Tax Management to Model Portfolios
Take a closer look at Envestnet’s Fund Strategist Tax Management service and how it can help mitigate the taxes that come from moving client assets into a new model portfolio. We'll also use the ActivePassive ETF model as a case study for how this can help power your practice.
Take a deeper dive into your RIA tech stack
Already using Tamarac? These sessions can help you go deeper with our new innovative platform features and best practices from Tamarac power users:
Hands-on Training & Peer Insight Opportunities
Designed to balance practical training with candid discussion, these interactive breakouts give participants the space to sharpen skills, exchange ideas, and build meaningful connections within the Tamarac community.
- Tamarac User Groups: This peer‑driven session brings advisors together for open, track‑based discussion centered on real‑world application of the Envestnet Tamarac platform. Organized by functional area CRM, Reporting, or Trading each session is designed for honest conversation rather than formal presentation.
- Tamarac University: Built for Tamarac users looking to strengthen core platform knowledge, participants select one dedicated focus area CRM, Reporting, or Trading and work through interactive exercises tailored to that function.
Envestnet Tamarac Power User Perspectives Panel
Hear from a panel of power users on how they’re leveraging the Envestnet Tamarac platform to create efficiencies and drive scale.
Envestnet Tamarac Roadmap: Enhancements for 2026 and Beyond
Check out the latest enhancements to the Tamarac platform and what to expect in the year ahead.
Envestnet Tamarac Deep Dives
- Trading: Gain in-depth knowledge of trading features within the Tamarac platform.
- Reporting & Alts: Discover key features and strategies for optimizing your workflow and maximizing the value of your reporting.
- CRM: Discuss tips, tricks and best practices to support key business workflows.
- Report Studio: See the latest enhancements to Report Studio, including enhanced visuals, expanded performance and benchmark insights, improved options reporting, and comprehensive holdings detail.
Earn while you learn
Attendees can earn up to 6 hours of CFP and CIMA Continuing Education (CE) credit while gaining valuable insights on the latest trends and opportunities in wealth management and wealthtech.
Join us at Elevate!
From inspirational keynote presentations to actionable strategies for driving growth, there are countless reasons to attend Envestnet Elevate.
Because certain moments are career-defining opportunities for advisors, this year’s conference is focused on preparing RIAs to meet every moment with adaptive technology, strategic insights, and collaborative partnerships.
We urge you to make this your moment – register today and join us in May!
"Elevate is where you'll hear how our Adaptive WealthTech can unlock new value for driving advisor growth and productivity.”
Chris Todd, Chief Executive Officer of Envestnet
View the full agenda designed to help RIAs accelerate growth by equipping them to meet every moment. Register for Envestnet Elevate.
