Envestnet Announces 2016 Advisor Summit Programs & Keynote Speakers

Firm will Unveil Essential Advisor and Open ENV during Conference, Scheduled for May 18-20 at Hilton Chicago

CHICAGO—May 11, 2016 —Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 18-20, 2016 at the Hilton Chicago. Now in its fifth year, the three-day industry conference is set to draw more attendees and sponsors than ever before, topping the 2015 Summit’s record figures of more than 1,500 attendees, over 525 unique firms, and more than 115 exhibitors and sponsors.

For more information about the Summit visit:

“Industry trends are accelerating toward a far-reaching transformation in wealth management and we believe Envestnet is uniquely positioned to enable financial advisors and enterprises to take advantage of this opportunity,” said Jud Bergman, Chairman and CEO of Envestnet. “The Envestnet Advisor Summit provides an interactive setting where advisors can learn from recognized thought leaders how to harness the latest innovations in wealth management technology and position themselves as ‘essential advisors’ who can deliver better outcomes for their clients during this rapidly changing time in our industry.”

Advisors can keep track of Summit happenings in real time by following Envestnet on Twitter (https://twitter.com/ENVIntel) and using the #ENVSummit hashtag.

Envestnet will unveil  Open ENV  during this year’s Summit.  Open ENV will create an open architecture ecosystem which extends Envestnet’s core technology and processing engine.  More details about Open ENV will be discussed in the Product Roadmap session following the keynote presentation of Anil Arora, CEO of Envestnet | Yodlee and Vice Chairman of Envestnet.

Presentations from distinguished keynote speakers will begin each day’s schedule of Summit events. In addition to Mr. Bergman, Mr. Arora, Envestnet President Bill Crager, and Envestnet | Tamarac Group President Stuart DePina, this year’s keynote speakers include:

- Jean Chatzky, Financial Editor for The Today Show on NBC
- Walter Isaacson, President and CEO of the Aspen Institute
- Urban Meyer, Head Football Coach at Ohio State University
- Greg Valliere, Chief Global Strategist at Horizon Investments

The Summit will offer a variety of panel discussions and break-out sessions where advisors can hear from thought leaders about how to elevate their value proposition for clients in today’s fast-changing environment. Participants will have the opportunity to learn about the latest technology innovations from Envestnet, new investment offerings from Envestnet’s network of fund strategists and managers, technology enhancements that make it easier to service banks and bank trusts, and ways to help address retirement plans’ regulatory, data, and investment needs, among other topics. Multiple sessions devoted to practice management and investment strategy are also scheduled.

Participants can attend ENV 2 Learning Café sessions, held every hour between 8 a.m. and 4 p.m. on May 18 and 19, for one-on-one consulting about the solutions and tools available through Envestnet’s next-generation platform. Tamarac University classroom-style training is available before the schedule of events on May 18 and 19 for those wishing to become more proficient users of Tamarac’s Advisor® Xi suite.

The Summit’s schedule of events also features showcase sessions with BlackRock, Deutsche Asset & Wealth Management, and Capital Group’s American Funds®, and a 5k “fun run” near the Chicago waterfront.

“The Envestnet Advisor Summit has consistently experienced year-over-year increases in attendees, exhibitors, and sponsors because wealth management professionals have come to realize the event offers the industry and technology intelligence they need to grow their practices,” said Ron Fiske, Managing Director of Events & Education at Envestnet. “This year’s Advisor Summit will provide crucial insights into how advisors can adapt to the current environment and demonstrate more value to their clients over the long term."

About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.

Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.

Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies, including 12 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.

For more information on Envestnet, please visit www.envestnet.com and follow @ENVintel (https://twitter.com/envintel).  

Media Contact: 
Dana Taormina 
(973) 850-7305 

Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.

Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.

Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.