If you’re heading to Envestnet Elevate 2026, you’re stepping into one of the industry’s most concentrated environments for innovation, insight, and connection.
This year’s event is all about helping advisors “meet every moment”—leveraging AI-powered wealthtech, scalable workflows, and deeper client intelligence to drive better outcomes.
To help you make the most of your time, here’s what to know before you go.
Details at a glance
Dates: Pre-conference: Monday, May 18, 2026
Main event: Tuesday–Wednesday, May 19–20, 2026
Location: Phoenix Convention Center, Phoenix, AZ
Recommended departure: Thursday, May 21
Cost: Complimentary (registration required, approval-based)
You’ll be joining 2,000+ advisors, RIAs, and wealthtech leaders for two days of keynotes, hands-on training, and strategic sessions.
This year’s theme centers on using adaptive technology to anticipate and act on client needs in real time. You’ll see how advisors are:
- Surfacing client opportunities faster with AI
- Personalizing portfolios at scale
- Creating repeatable, documentable workflows
- Expanding insight into held-away assets
The goal isn’t just efficiency. It’s delivering more holistic, proactive advice.
Plan your agenda strategically
Elevate is designed to be immersive—so going in with a plan matters. This year’s sessions are organized around key advisor priorities, including:
Scale, Efficiency, Growth Through Unified Managed Account Technology
This track highlights practical ways to drive efficiency across your firm while delivering a more consistent, modernized client experience.
Unlocking the Full Potential of Our WealthTech Platform
Dive into the power of Envestnet’s integrated ecosystem and learn how to leverage platform capabilities that drive smarter decisions, stronger workflows, and better outcomes.
Winning High‑Net‑Worth Clients: Strategies for Growth
This track focuses on actionable strategies, sophisticated planning techniques, and insights designed to help you compete - and win - in the HNW space.
Adopting Proven Practice Management Strategies and Understanding Industry Trends (CE Credit Available!)
Earn up to five CE credits as you gain practical tools to strengthen your business, enhance client engagement, and prepare for what’s next.
CE credits may be earned by attending the following sessions:
- The Rise of Alternative Investments: Private vs Public Market Divide
- The Alts Checklist: Best Practices for Incorporating into Client Portfolios
- Digging Into Your Toolbox - Investment Opportunities for Complex Investment Landscape
- The Active Advantage: Navigating Today’s Fixed Income Markets
- Global Macro Trends: Positioning Portfolios for What’s Next
- Celebrity Estate Planning Mistakes
- From Products to Portfolios: How Direct Indexing and Tax Intelligence Are Reshaping the Modern UMA
On our agenda page, you can sort the sessions by the topics above or by audience track (e.g., RIA-affiliated advisor, home-office decision-maker, BD-affiliated advisor). Once you have registered, you can curate your full agenda in the Attendee Portal.
We also strongly recommend including our keynotes in your plan. Elevate consistently brings in high-impact speakers, and 2026 is no exception. This year includes keynote appearances by leaders such as legendary Hall of Fame football coach Nick Saban, alongside Conor Grennan, Chief AI Architect at NYU Stern School of Business and CEO of AI Mindset, an AI consulting company that trains organizations on a new and effective framework for generative AI rooted in behavioral shifts. These sessions tend to set the tone for the entire event—worth prioritizing.
Tip: Download the mobile app today to keep the agenda at your fingertips.
Be intentional about networking
Elevate brings together a highly curated audience across RIAs, broker-dealers, asset managers, and fintech partners. That means the value isn’t just in sessions—it’s in the conversations between them.
Make it count:
- Identify 3–5 people or firms you want to connect with ahead of time
- Block time between sessions for follow-ups
- Don’t skip evening events (especially the final night gathering)
Come celebrate with us Wednesday, May 20th 6:30 - 9:00 PM PDT
Please join us as we conclude Elevate 2026 with light bites, drinks, and music at The Duce, voted Best Rooftop in Phoenix.
Pack and prep accordingly
With more than 325 days of sunshine a year, the weather in Phoenix is almost always favorable. Phoenix in May is no exception—expect daytime temperatures in the mid-to-high 90s and evenings in the mid-70s. Plan accordingly with business casual attire (layers are key indoors), comfortable shoes since you’ll be on your feet throughout the day, and a strategy for staying hydrated.
If your travel plans allow, use this interactive map to explore this beautiful city.
When it comes to accommodations, it pays to book early. Preferred hotels within walking distance of the venue fill up quickly, and securing your stay in advance makes it easier to get to sessions, maximize networking opportunities, and avoid unnecessary logistical friction.
Go in with a clear objective
At an event like Elevate, it’s easy to get swept up in the energy and opportunity around you. Before you arrive, take a moment to define what success looks like for you—whether that’s discovering new strategies to scale your practice, deepening your technology expertise, earning CE credits, or building stronger industry connections.
Elevate 2026 is designed to help advisors turn ideas into action. From AI-powered innovation and Adaptive WealthTech to practical business growth strategies, every session, conversation, and experience is built to help you stay ahead in a rapidly evolving industry. Most importantly, Elevate is an opportunity to step away from the day-to-day, think strategically about the future of your business, and return with actionable insights you can put into practice immediately.
We look forward to seeing you in Phoenix for an impactful few days.
If you still need to register or want to explore our packed agenda, visit here.
