Press Releases


CHICAGO, IL – Jan. 30, 2019 – Envestnet (NYSE: ENV) and PIEtech® have come together with Edmond Walters to form Apprise Labs, a new startup focused on building software to address estate planning, lifetime cash flow and client retirement needs.


Chicago, IL – January 10, 2019 – Envestnet (NYSE: ENV), announced today an organizational structure designed to better position the company to drive innovation and continued growth, and deliver on its vision of creating the premier Financial Wellness Network. Key organizational changes include consolidating operations into two business units that will enhance the company’s ability to meet evolving market imperatives.  


CHICAGO – November 27, 2018 – Envestnet (NYSE: ENV) and BlackRock (NYSE: BLK), through its Digital Wealth business, are entering into a strategic relationship to enhance the investment technology solutions they provide to financial advisors and the clients they serve.


CHICAGO, Aug. 21, 2018 /PRNewswire/ -- Envestnet (NYSE: ENV) today unveiled the latest updates to its integrated portfolio, practice management and reporting solutions, providing financial advisors with the necessary tools to conquer complexity, drive success and offer clients a comprehensive picture of their financial health.


NEW YORK, New York — Global Atlantic Financial Group announced today that it will be the first carrier to offer annuities on the Envestnet Insurance Exchange, a recently introduced program that integrates insurance solutions into the wealth management process on the Envestnet Platform to further streamline and enhance advisors’ ability to deliver the lifecycle of advice.


CHICAGO – June 21, 2018 – Following Envestnet’s (NYSE: ENV) 2018 Advisor Summit, the company is pleased to share significant growth metrics around the impact of its Essential Advisor™ Certification program. The program helps financial advisors articulate return on the advice they’re delivering, build and communicate a distinctive value proposition, utilize technology and data to clarify financial challenges and implement a service model that can save time and resources.


CHICAGO – June 20, 2018 – Envestnet announced today that Hancock Whitney Bank has selected Envestnet’s platform to power both its broker-dealer and trust business lines, allowing investment professionals across the bank to leverage integrated One Wealth technology without disrupting their current back office infrastructure.


CHICAGO—May 18, 2018—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of this year’s Asset Manager and Strategist of the Year Awards this week at the Envestnet Advisor Summit, which took place at the Ernest N. Morial Convention Center in New Orleans (


CHICAGO, IL – May 17, 2018 – Envestnet (NYSE: ENV) today is unveiling several technology enhancements developed with the continued objective of empowering advisors and enterprises to deliver better financial outcomes through better intelligence. The new technology updates are being announced during the Envestnet Advisor Summit, which is currently underway at the Ernest N. Morial Convention Center in New Orleans.


Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards

NEW ORLEANS, LA – May 16, 2018 – As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) today announced the winners of its first-ever Envestnet Institute on Campus (EIOC) Vision Awards and its Essential Advisor Awards at the annual Advisor Summit in New Orleans.