Press Releases


BERWYN, PA., May 11, 2022 -- The 2022 Envestnet Advisor Summit – Envestnet's premier industry event – is currently underway at the Charlotte Convention Center in Charlotte, NC., this year connecting more than 2,000 attendees in-person from across the country.


BERWYN, Pa., April 28, 2022 -- Envestnet has launched a series of technology updates throughout its ecosystem, designed to meet and exceed the evolving technology and investing needs of financial advisors and their clients. These enhancements are a part of a series of spring releases that include investment products, web-based planning solutions, and an optimized advisor and client experience.


BERWYN, PA, April 20, 2022--Envestnet announces a partnership with Door, a leading global digital due diligence and risk management platform, to streamline and optimize its research on asset managers and their investment strategies across the Envestnet ecosystem, and the industry.

BERWYN, PA, April 18, 2022 -- Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital solutions that empower SMBs to intelligently connect, grow, protect, and manage the financial wellness of their business all in one place.

CHICAGO and NEW YORK , March 31, 2022 -- UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet's client base with more than 35 funds available from managers across geographies and strategies.


CHICAGO, March 24, 2022 -- For the first time since 2019, Envestnet (NYSE: ENV) invites financial advisors and professionals to convene in person for the 2022 Envestnet Advisor Summit, to be held May 11-12 at the Charlotte Convention Center in Charlotte, N.C. This year, the industry's highly anticipated conference will give advisors a firsthand look into how Envestnet is disrupting FinTech through connections and innovations across its financial wellness ecosystem—empowering advisors with the technology, solutions, and


CHICAGO, March 10, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined capabilities of Envestnet | Yodlee, Envestnet Analytics (Wheelhouse), and Abe AI. This strengthened data and analytics focus under Mr. Ferchichi's leadership is integral to Envestnet delivering on its vision to empower all individuals to live an Intelligent Financial Life.


CHICAGO, Dec. 21, 2021 -- Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness ecosystem to deliver The Intelligent Financial Life™ for their clients.


CHICAGO and NEW YORK and BERWYN, Pa., Dec. 1, 2021 /PRNewswire/ -- Envestnet, Inc. announces the advancement of its Envestnet Insurance Exchange through a new collaboration between Fiduciary Exchange LLC (FIDx) and SIMON Markets LLC, which will establish a unified platform for financial advisors to assess annuity products from high-quality insurance carriers and incorporate them into client portfolios.


CHICAGO and NEW YORK—November 16, 2021—Envestnet, Inc. announces that it is partnering with SIMON Markets LLC (SIMON) to offer access to, and the management of structured investments that can provide income and protection strategies for client portfolios.