Press Releases

Featured Press Release - 05/16/18

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.


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.


CHICAGO, Nov. 20, 2014 -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has entered into a partnership with Alerus Retirement Solutions, a division of Alerus Financial, N.A. ("Alerus") to offer ERS's advisor platform and fiduciary services to advisors and sponsors that work with Alerus.


CHICAGO, Nov. 6, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway™. Trades can now be sent directly from Tamarac's Advisor® Xi platform to Schwab Advisor Center®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.