Press Releases


BERWYN, Pa., May 14, 2020 -- FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with RetireOne, the insurance and annuity back office for more than 900 registered investment advisers (RIAs) and fee-based advisors. The partnership supports a unified approach to connect insurance carriers, RIAs, and their existing wealth platforms. The alliance between FIDx and RetireOne will streamline the insurance experience for RIAs.


CHICAGO, May 13, 2020 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices.


CHICAGO, May 12, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that Canaccord Genuity Wealth Management, one of Canada's preeminent wealth management firms and a division of Canaccord Genuity Group Inc. (TSX: CF), will provide its advisors and internal portfolio managers with access to Envestnet's unified advice platform.


CHICAGO -- May 7, 2020 -- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three months ended March 31, 2020.



Three months ended




RICHMOND, Va., May 5, 2020 -- Envestnet | MoneyGuide today announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide financial planning solutions through on-screen observation, guidance, and one and two-way video.


CHICAGO, April 27, 2020 -- In response to the impact of widespread school closings on students' accessibility to educational resources, Envestnet, Inc. (NYSE: ENV) announced today it is providing the clients and families of its advisor customers with complimentary access to digital financial literacy courses.


CHICAGO--Apr. 23, 2020 -- Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2020 financial results on Thursday, May 7, 2020 after market close. The Company will host a conference call and earnings webcast to discuss first quarter financial results on Thursday, May 7, 2020 at 5:00pm ET.


REDWOOD CITY, Calif., Apr. 17, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today the launch of its COVID-19 Income and Spending Trends, which will provide a twice-weekly pulse on how the COVID-19 pandemic is financially impacting Americans.


REDWOOD CITY, Calif., April 16, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab on a financial data access agreement.