Press Releases


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.


CHICAGO, Nov. 1, 2021 -- Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to continue building and expanding its financial wellness network.


CHICAGO and MIAMI, Oct. 25, 2021 -- Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform, empowering advisors to help clients achieve better fixed-income investment outcomes.


CHICAGO, Oct. 18, 2021 -- Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and unsecured consumer loan opportunities.


MAHA, Neb. and RICHMOND, Va., Oct. 12, 2021 -- Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide.

Foundational-Focused Tools Can Benefit Advisors and Clients


CHICAGO, Oct. 5, 2021 -- Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection and enrollment process. Working together, Envestnet and Healthpilot are equipping financial advisors with a powerful new capability to enable their clients in or nearing retirement to optimize their health insurance coverage every year, adding a new service for a key demographic for their practices.


Chicago, Sept. 29, 2021 -- Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) accounts, in either third-party manager or proprietary home office mutual fund and exchange-traded fund (ETF) models, in accordance with their clients' investment goals.


TORONTO and SAN MATEO, Calif., Sept. 21, 2021 -- TD Bank Group and Envestnet | Yodlee today announced a data access agreement to address the needs of an increasingly digital customer base. This North American agreement signifies the alignment between TD and Envestnet | Yodlee about protocols to provide for the safe and secure access of TD customer financial data to support the customer's requests to share with the financial wellness apps and experiences of their choice.


CHICAGO—August 23, 2021—Envestnet has rolled out updates to the new version of its Recommendations Engine, allowing financial advisors at enterprise organizations and Registered Investment Advisers (RIAs) to further optimize client advice and engagement using data from across Envestnet’s financial wellness ecosystem.