Press Releases


CHICAGO—May 16, 2018— Envestnet introduced today the Envestnet Insurance Exchange, a 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. The offering was announced today during the Envestnet Advisor Summit, which is currently underway at the Ernest N. Morial Convention Center in New Orleans.


NEW ORLEANS, LA – May 16, 2018 – Envestnet (NYSE: ENV) today unveiled Envestnet Vision, its new enterprise data management solution, to thousands of industry professionals at the 2018 Advisor Summit in New Orleans. Envestnet Vision seamlessly combines intelligent data, machine learning, and advanced analytics to deliver client-centered insights.


CHICAGO, May 8, 2018 – Envestnet announced today that D.A. Davidson & Co., an employee-owned full service investment firm headquartered in Montana, will implement Envestnet’s comprehensive integrated platform, supporting D.A. Davidson’s $41.5 billion in assets and approximately 400 advisors.


CHICAGO, May 1, 2018 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine are pleased to announce their annual list of finalists for the 2018 Asset Manager and Strategist of the Year Awards. Now in its 14th year, the competition recognizes best-in-class portfolio managers selected by Envestnet and Investment Advisor and includes 18 firms as finalists.


CHICAGOMay 1, 2018 — Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 16-18, 2018 at the Ernest N. Morial Convention Center in New Orleans.


CHICAGO, April 26, 2018 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), continues to broaden its array of Quantitative Portfolios (QPs), launching three new Impact QPs. The entire suite of QPs, including the Impact QPs as well as the Market Series and Factor-Enhanced Series of QPs, recently surpassed $1 billion in total assets under management.


CHICAGO—March 20, 2018—Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018. The firm won in the Portfolio Management category for the Tamarac Reporting™ application and in the Innovative Investment Solution of the Year category for Envestnet’s award-winning Quantitative Portfolios. James Lumberg, Co-Founder and Executive Vice President at Envestnet, was also honored in the Leading Individual category.  


CHICAGO—February 27, 2018—Envestnet, Inc. (NYSE: ENV) is thrilled to announce it won a 2018 Private Asset Management (PAM) Award in the category of Best Investment Platform – Innovation earlier this month for the impact investing suite of solutions available through Envestnet | PMC, its Portfolio Management Consultants group.

The Awards recognize the top industry professionals in the private asset management field and their accomplishments over the year.


CHICAGO – Edelman Financial Services, one of the nation's largest independent financial planning and investment management firms, today announced implementation of Envestnet’s industry leading integrated platform, enabling Edelman Financial planners to provide a unified experience and operate more efficiently to better serve clients.


CHICAGO—January 23, 2018—The demand for impact investing products is growing, but many independent financial advisors do not utilize them for their clients. To bridge this gap, Envestnet (NYSE: ENV) has teamed up with Investopedia to create the new “Impact Investing Hub,” which provides advisors and investors with educational content and actionable insights they need to begin meaningful conversations about impact investing.