Press Releases


BERWYN, PA—August 1, 2022—Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants’ Mr. Krabs’ imagined finances in their latest omnichannel brand campaign. The new digital interactive campaign features clips of Mr. Krabs’ experiences as a small business owner that serve as entertaining examples of being a proprietor. Envestnet empowers financial advisors to serve as heroes who help their clients live an Intelligent Financial Life™ through its connected financial wellness ecosystem.


BERWYN, PA—July 28, 2022—Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership with The Center for Generational Kinetics, which uncovered surprising trends, attitudes and behaviors that Americans across generations have around integrating financial advisors with new technology to help reach their financial goals. 


BERWYN, PA—July 19, 2022—Envestnet today announced it has appointed Ron Ransom to be Group Head of its Environmental, Social and Governance (ESG) office, a newly created role bringing a centralized focus to ESG activities across Envestnet. Mr. Ransom will report directly to Dawn Newsome, Chief Business Operations Officer for Envestnet. As Group Head of ESG, Mr. Ransom will lead firm-wide efforts developing programs and policies to support Envestnet’s corporate ESG efforts.


BERWYN, PA—July 6, 2022—Envestnet announced today that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry. The deal creates more connections across the Envestnet financial wellness ecosystem for asset managers, wealth managers, and registered investment advisors (RIAs). 


BERWYN, PA, June 7, 2022 -- Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to enable Envestnet to further help the wealth industry deliver an Intelligent Financial Life™ for its clients and marks the next chapter of growth for Envestnet. 


BERWYN, PA—June 1, 2022—Envestnet today announced its acquisition of, a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors and third-party administrators. The acquisition underscores Envestnet’s ongoing commitment to the retirement plan industry, and to investing in technologies and solutions that enhance its financial wellness ecosystem—by helping advisors enable their clients to live an Intelligent Financial Life™.


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.