Press Releases


BERWYN, PA., Nov. 24, 2020 -- Fiduciary Exchange LL (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, today announced partnerships with insurance providers American Equity Investment Life Insurance Company and Eagle Life Insurance Company.


CHICAGO--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the D.A. Davidson FinTech & Payments Spotlight Virtual Conference on Thursday, December 3, 2020. The presentation will begin at 1:30 PM ET. Investors and interested parties can access this presentation by visiting the Company’s investor relations website at

About Envestnet


CHICAGO, Nov. 19, 2020 -- Envestnet, Inc. (NYSE: ENV) announced today that its Charitable Giving Committee (Envestnet Cares) has chosen Philadelphia-based nonprofit Project HOME as its Signature Impact Partner.


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.