Press Releases


NEWPORT BEACH, CA / CHICAGO, IL —November 12, 2020—RiskPro and Envestnet, Inc. (NYSE: ENV) announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform. 


REDWOOD CITY, Calif., Nov. 11, 2020 -- Envestnet | Yodlee, a leading data aggregation and analytics platform for financial service providers, in partnership with financial media outlet Benzinga, today announced the winners of the Envestnet | Yodlee FinTech Innovation Achievements. The winners were recognized during the 2020 ceremony of the annual Benzinga Global FinTech Awards.


CHICAGO—November 11, 2020—Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the past 20 years and will retire in 2021. 


REDWOOD CITY, Calif., Nov. 9, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, announced today it has appointed Jason O'Shaughnessy as the Head of International Sales. O'Shaughnessy will be responsible for driving revenue growth in all international markets for Envestnet | Yodlee including Europe, Asia Pacific and Australia-New Zealand.


CHICAGO—October 28, 2020—Envestnet, Inc. (NYSE: ENV) announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics.


CHICAGO—October 27, 2020—Envestnet, Inc. (NYSE: ENV) is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. 


Richmond, VA—October 21, 2020—After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of the current version to the next level. The premium version is available to new and existing MoneyGuide subscribers, including users of MoneyGuideOneSM, MoneyGuidePro®, and MoneyGuideEliteSM.


AUBURN, Calif., Oct. 22, 2020 /PRNewswire/ -- Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze to generate Risk Numbers® for their clients, build proposals using the Risk Number, and implement those proposals directly into the Envestnet unified advice platform.


CHICAGO—October 15, 2020—Envestnet, Inc. (NYSE: ENV) announces that its Quantitative Research Group (“QRG”) team has launched a new Quantitative Portfolio (QP), the Impact Global Climate Solutions QP. This strategy offers a passively managed, global equity portfolio enabling investors to allocate assets toward companies developing solutions for mitigating pollution and climate change. 


CHICAGO—October 13, 2020—Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has joined forces with Federated Hermes, Inc. (NYSE: FHI) to launch the Federated Hermes PMC Impact Portfolios. This new suite of model portfolios offers access to environmental, social, and governance (ESG) integrated investment strategies which can be customized to fit different tolerances for risk.