Press Releases


CHICAGO, Mar. 12, 2015—Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a series of significant milestones. During the previous 12 months, Tamarac has added approximately 150 RIA firms to its roster of clients, bringing the total to more than 800 firms managing client assets in excess of $500 billion. The dramatic increase in RIA clients has had an exponential effect on the number of financial accounts residing on the Advisor Xi platform, which now number more than 1 million.


Washington, DC, March 11, 2015 – The Money Management Institute (MMI), the national association representing the $4 trillion managed investment solutions and wealth management industry, announced today that it will honor Bill Crager, President of Envestnet, as its 2015 Advisory Solutions Pioneer. Mr.


CHICAGO, Mar. 5, 2015—Envestnet, Inc. (NYSE: ENV) announces the launch of Envestnet Institute On Campus, an online educational program designed to provide college and university seniors with a broad knowledge base to launch their careers in the wealth management industry. The courses are offered through Envestnet Institute (, Envestnet’s unified education portal for empowering registered financial professionals, and the program’s curriculum has been approved by the Money Management Institute.


CHICAGO, Feb. 26, 2015 – Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors. Terms of the acquisition were not disclosed.


Envestnet | Retirement Solutions' Integrated Practice Management and Fiduciary Services Platform to Support Growth of Retirement Plan-Focused Advisors Affiliated with Cetera Network of Broker-Dealers


NEW YORK, Feb. 17, 2015 -- Global Financial Private Capital, one of the country's fastest growing RIAs, has chosen HiddenLevers portfolio stress testing platform as the central technology tool for helping advisors grow their practice.

"These last few months have been a success in quickly rolling out HiddenLevers to our top advisors to help them work toward increasing their client rosters," said Michael Dixon, CEO of Global Financial Private Capital LLC.


CHICAGO, Jan. 13, 2015 -- Envestnet, Inc. (NYSE: ENV), announces that Six firms— BlackRock, Invesco, Ltd., Neuberger Berman, Beaumont Capital Management, Innealta Capital, and The Capital Group's American Funds Distributors, Inc.—have agreed to provide original content for Envestnet Institute (, its unified education portal for empowering registered financial professionals.


CHICAGO, Dec. 17, 2014 -- Envestnet, Inc. (NYSE: ENV) announces that Lori Hardwick has been promoted to Group President, Advisor Services. In this newly created position, Ms. Hardwick, who has been with Envestnet since its inception 15 years ago, will have expanded responsibility for all relationship management and sales operations across the firm. This change in organizational structure will enable Envestnet to align more closely with the needs of its advisor clients as the firm continues to grow.


CHICAGO, Dec. 11, 2014 -- Panel discussion, scheduled for January 7, 2015, will feature commentary, insight, and predictions from top investment strategists:


CHICAGO, Dec. 3, 2014 -- HighTower has integrated Envestnet | Retirement Solutions (ERS) to its world-class technology platform, providing HighTower advisors with a comprehensive retirement plan solution to meet a wide variety of client needs.