Envestnet Inc (N:ENV)

May 03, 2024 08:08 am ET
Envestnet Announces Finalists for 2024 Asset Manager of the Year Awards
Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023
Apr 16, 2024 04:05 pm ET
Envestnet to Announce First Quarter 2024 Results on May 7, 2024
Envestnet (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that the Company will release its first quarter 2024 financial results on Tuesday, May 7, 2024 after market close. The Company will host a conference call and earnings webcast to discuss first quarter 2024 financial results on Tuesday, May 7, 2024 at 5:00pm ET.
Apr 11, 2024 04:18 pm ET
Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform
Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity
Feb 22, 2024 04:05 pm ET
Envestnet Reports Fourth Quarter 2023 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the quarter and year ended December 31, 2023.
Feb 15, 2024 04:05 pm ET
Envestnet to Participate in Upcoming Investor Conferences
Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will be participating in the following investor conferences:
Feb 01, 2024 08:00 am ET
Envestnet to Announce Fourth Quarter and Full Year 2023 Results on February 22, 2024
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release its fourth quarter and full year 2023 financial results on Thursday, February 22, 2024 after market close. The Company will host a conference call and earnings webcast to discuss fourth quarter and full year 2023 financial results on Thursday, February 22, 2024 at 5:00pm ET.
Jan 29, 2024 07:00 am ET
Envestnet Highlights New User Experience to Accelerate Advisor Growth and Productivity at FSI OneVoice 2024
See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth Management Platform Can Power Your Business and Drive Advisor Productivity
Jan 24, 2024 07:00 am ET
Ladder and Envestnet | MoneyGuide Announce Integration to Provide More Advisors Digital Access to Term Life Insurance Offerings
Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience
Jan 22, 2024 03:30 pm ET
Envestnet Launches RIA Growth Lab - A Consulting Capability Led by Industry Veteran Dani Fava
BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA consulting capability, the RIA Growth Lab. This innovative offering aims to enable the growth and productivity of RIAs by providing comprehensive practice valuation consulting services, leveraging cutting-edge technology to deliver actionable insights.
Jan 22, 2024 07:00 am ET
ENVESTNET DELIVERING INDUSTRY-LEADING CONNECTIVITY AND ADVANCES TO ITS WEALTH MANAGEMENT PLATFORM
Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions
Jan 08, 2024 07:00 am ET
BILL CRAGER ANNOUNCES DECISION TO TRANSITION FROM CEO OF ENVESTNET AFTER MORE THAN TWO DECADES AT THE COMPANY
Crager to Continue with Envestnet as a Senior Advisor effective March 31, 2024
Dec 18, 2023 07:00 am ET
ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO ADVISOR GROWTH IN 2024
Study Highlights how End-To-End Platforms, Holistic Advice, AI, and the Rising Demand for Personalized Investments and Technology are Accelerating the Future of Financial Advice
Nov 14, 2023 07:00 am ET
Envestnet Launches Envestnet Retire Complete--Providing Advisors Access to a Competitive Retirement Savings Program for Clients
Firm Joins Forces with Empower to Launch New 401(k) Solution Offering High-Quality Plans with Comprehensive Suite of Investments 
Nov 13, 2023 08:00 am ET
Envestnet to Participate in the D.A. Davidson Technology Summit
Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will be participating in a fireside chat at the D.A. Davidson Technology Summit on Thursday, November 16, 2023 in New York, NY. The discussion will begin at 8:45AM ET.
Nov 08, 2023 04:05 pm ET
Envestnet Reports Third Quarter 2023 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2023.
Nov 06, 2023 07:00 am ET
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA
Nov 02, 2023 06:09 pm ET
Burlington Stores Set to Join S&P MidCap 400; Envestnet to Join S&P SmallCap 600
NEW YORK, Nov. 2, 2023 /PRNewswire/ -- Burlington Stores Inc. (NYSE:BURL) will replace Envestnet Inc. (NYSE:ENV) in the S&P MidCap 400, and Envestnet will replace Hostess Brands Inc. (NASD:TWNK) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, November 7. S&P 500 constituent The J. M. Smucker Co. (NYSE: SJM) is acquiring Hostess Brands in an exchange offer expected to be completed on or about that date pending final conditions. Envestnet is more representative of the small-cap market space.
Oct 25, 2023 08:00 am ET
Advisor Credit Exchange Announces New Executive Leadership Appointments
ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development
Oct 23, 2023 08:00 am ET
Envestnet Launches Embedded Investing Solution, helping Financial Institutions Meet the Demand for Banking Apps that Address more Components of a Customer's Financial Life
Inaugural Partnership with Central Bank Offers an Embedded Digital Investing Experience for Online and Mobile Bank Users
Oct 20, 2023 04:00 pm ET
Oct 19, 2023 07:36 pm ET
ENVESTNET | YODLEE COMMENDS CONSUMER FINANCIAL PROTECTION BUREAU FOR PROPOSED RULE TO ACCELERATE SHIFT TOWARD OPEN BANKING IN THE U.S.
BERWYN, Pa., Oct. 19, 2023 /PRNewswire/ -- Envestnet® | Yodlee® commends the Consumer Financial Protection Bureau (CFPB) for its progressive proposal to establish a Personal Financial Data Rights rule, as unveiled today. This rule, aimed at implementing section 1033 of the Consumer Financial Protection Act of 2010 (CFPA), represents a significant stride toward empowering consumers and strengthening data access and security.
Oct 18, 2023 08:00 am ET
Envestnet to Announce Third Quarter 2023 Results on November 8, 2023
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release its third quarter 2023 financial results on Wednesday, November 8, 2023 after market close. The Company will host a conference call and earnings webcast to discuss third quarter 2023 financial results on Wednesday, November 8, 2023 at 5:00pm ET.
Oct 16, 2023 08:00 am ET
FIRST COMMAND PARTNERS WITH ENVESTNET TO STRENGTHEN ITS SERVICE OFFERING FOR MILITARY FAMILIES
First Command Advisors To Access Full Financial Wellness Ecosystem Including: Data Aggregation, Financial Planning, Enhanced Reporting, Portfolio Management, CRM Integration, and Tax Overlay Services To Keep Our Nation's Military Families Financially Squared Away
Oct 12, 2023 08:00 am ET
Envestnet | Yodlee Introduces SpendSignals to Empower Businesses with Real-Time Consumer Spending Insights and Peer Purchasing Behavior
Drawing on Billions of Transactions, Businesses Across 60+ Industries Can Draw Signals from Timely Data to Make Informed Decisions  
Sep 25, 2023 04:05 pm ET
JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC.
Succeeds Pete D'Arrigo Who Will Assist During Transition
Sep 18, 2023 08:00 am ET
Envestnet to Partner with iconik to Empower Investor Choice with Proxy Voting
Technology Enables Advisors to Personalize Proxy Voting for Clients 
Sep 11, 2023 08:00 am ET
Envestnet Enhances Platform: Innovating to Unify its Ecosystem for Advisors & Enterprises
Next-Generation Updates Enhance the Advisors' Day-to-Day Experience, through a Focus onProposal & Trading, Client Portal, Envestnet's Insights Engine, and Optimized User Experience 
Aug 03, 2023 04:05 pm ET
Envestnet Reports Second Quarter 2023 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2023.
Jul 20, 2023 08:30 am ET
Envestnet to Announce Second Quarter 2023 Results on August 3, 2023
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release its second quarter 2023 financial results on Thursday, August 3, 2023 after market close. The Company will host a conference call and earnings webcast to discuss second quarter 2023 financial results on Thursday, August 3, 2023 at 5:00pm ET.
Jul 06, 2023 08:30 am ET
Envestnet Elevate Receives Third Consecutive Choir Certification™, Reinforcing Envestnet's Commitment to Diversity
Choir Certification for Financial Industry Conferences Requires Meeting Rigorous Standards for Amplifying the Voices of Women, Non-Binary People & People of Color
May 11, 2023 08:30 am ET
ACE Enhances Signature Loan Offering, Giving Advisors Even Greater Confidence in Their Credit Capabilities
By Setting Qualification & Approval Expectations Upfront, the Advisor Credit Exchange Further Simplifies Access to an Easy, Quick Way to Achieve Liquidity Without Selling Assets
May 09, 2023 08:30 am ET
Envestnet | PMC Launches ActivePassive ETFs, Combining Attributes of Active & Passive Management in One Cost-Effective Portfolio Solution
New Product Suite will be Available in ActivePassive PMC Portfolios—Leveraging the Tax-Efficient & Liquid ETF Structure with No Additional Management Fee
May 04, 2023 04:05 pm ET
Envestnet Reports First Quarter 2023 Financial Results
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, 2023.
May 01, 2023 04:30 pm ET
Envestnet Features Solutions For Personalization At Scale
New Research Paper Explores How To Unlock Personalization at Scale With Insights for Advisors to Meet Shifting Client Expectations 
Apr 26, 2023 08:00 am ET
Envestnet Summit 2023 - Elevate - Inspires Thousands to Deliver The Intelligent Financial Life™
Premier Industry Event Showcases How Financial Advisors Can Harness the Unmatched Customization, Scalability & Personalization of the Envestnet Ecosystem to Elevate the Client Experience
Apr 20, 2023 08:30 am ET
Envestnet to Announce First Quarter 2023 Results on May 4, 2023
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release first quarter 2023 financial results on Thursday, May 4, 2023 after market close. The Company will host a conference call and earnings webcast to discuss first quarter 2023 financial results on Thursday, May 4, 2023 at 5:00pm ET.
Apr 19, 2023 08:00 am ET
Envestnet Named a Leader in Open Banking
Envestnet Data and Analytics continues to expand its open banking ecosystem, with nearly 19 million open banking connected financial accounts
Mar 29, 2023 08:00 am ET
Envestnet Summit 2023 - Elevate: See How You Can Help Deliver the Intelligent Financial Life™
Over 2,000 Wealth Management Pros & FinTech Leaders to Convene in Denver from April 26-27, 2023
Mar 28, 2023 07:30 am ET
Envestnet Appoints Three New Independent Directors to Board
Announces Cooperation Agreement with Impactive Capital
Mar 16, 2023 08:00 am ET
Envestnet Data Aggregation Delivered 416% ROI for Financial Institutions, According to a Total Economic Impact Study
BERWYN, Pa., March 16, 2023 /PRNewswire/ -- Envestnet Data and Analytics, a subsidiary of Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, has commissioned Forrester Consulting, an independent research firm, to conduct a Total Economic Impact™ study to investigate the total economic impact of Envestnet Data Aggregation. The study reveals that the financial institutions involved achieved a significant return on investment (ROI) by leveraging Envestnet Data Aggregation to collect and aggregate meaningful data. The benefits, costs, a
Mar 13, 2023 04:18 pm ET
Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning
New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most
Feb 23, 2023 04:05 pm ET
Envestnet Reports Fourth Quarter 2022 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December 31, 2022.
Feb 09, 2023 08:00 am ET
Envestnet to Announce Fourth Quarter and Full Year 2022 Results on February 23, 2023
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release fourth quarter and full year 2022 financial results on Thursday, February 23, 2023 after market close. The Company will host a conference call and earnings webcast to discuss fourth quarter and full year 2022 financial results on Thursday, February 23, 2023 at 5:00pm ET.
Feb 01, 2023 08:30 am ET
Pontera Announces Integration with Envestnet, Incorporating Its 401(k) Management Capabilities Into Envestnet’s Ecosystem
Pontera, the technology platform that enables financial advisors to trade and manage 401(k), 403(b), and other held-away retirement accounts, today announced that
Jan 23, 2023 11:03 am ET
Juniper Square Appoints Former Envestnet Executive Andina Anderson as Chief Customer Officer
Juniper Square, the leading provider of partnership enablement for the private funds industry, today announced the appointment of Andina Anderson as Chief Customer Officer (CCO), responsible for overseeing the company’s client onboarding, success,...
Jan 04, 2023 07:00 am ET
Impactive Capital Nominates Four Highly Qualified Directors for Election to Envestnet Board
Contends Envestnet's Persistent Underperformance, Poor Governance, and Lack of Shareholder Alignment Necessitate Board Change
Dec 05, 2022 04:05 pm ET
Envestnet to Participate in Upcoming Investor Conferences
Investors and interested parties can access the D.A. Davidson fireside chat by visiting the Company’s investor relations website at https://investor.envestnet.com/.
Dec 01, 2022 07:30 am ET
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services™
Independent investment advisors using Schwab's custodial services and the BillFin™ client billing solution now have more capabilities, ease of use
Nov 17, 2022 03:00 pm ET
Envestnet, Inc. Announces Closing of Convertible Notes Offering
BERWYN, Pa., Nov. 17, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today the closing of its offering of $575 million aggregate principal amount of 2.625% convertible notes due 2027 (the "Notes"), which were sold in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The proceeds include the full exercise of the $75 million option to purchase additional Notes granted by the Company to
Nov 15, 2022 08:00 am ET
Impactive Capital Issues Letter to Board of Directors of Envestnet, Inc.
Impactive Capital, LP, together with its affiliates, one of the largest shareholders of Envestnet, Inc. (NYSE: ENV) (“Envestnet” or the “Company”), with an ownership interest of approximately 7.2% today issued an open letter to the Company’s Board...
Nov 15, 2022 06:00 am ET
Envestnet, Inc. Announces Pricing of Upsized $500 Million Convertible Notes Offering
BERWYN, Pa., Nov. 15, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it has priced an offering of $500 million aggregate principal amount of 2.625% convertible notes due 2027 (the "Notes"), which will be sold in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), subject to market conditions and other factors.  The aggregate principal amount of the offering was increased from
Nov 14, 2022 05:55 am ET
Envestnet, Inc. to Offer $350 Million of Convertible Notes
BERWYN, Pa., Nov. 14, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) (the "Company"), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it proposes to offer $350,000,000 aggregate principal amount of convertible notes due 2027 (the "Notes") in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), subject to market conditions and other factors. The Company also expects to grant to the initial purchasers of the Notes an option to purchase, for s
Nov 08, 2022 04:05 pm ET
Envestnet Reports Third Quarter 2022 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2022.
Nov 02, 2022 04:30 pm ET
Envestnet Rolls Out Enhancements Across Its Ecosystem, Giving Advisors Greater Visibility Into Clients' Finances
Updates Throughout Q3 Include New Reporting Views, Prospecting Capabilities, Debt Consolidation Strategies, Portfolio Products & Partner Integrations, to Further Bolster the Intelligent Financial Life™
Oct 31, 2022 08:00 am ET
Envestnet to Attend the Wolfe Research Wealth Symposium on November 9, 2022
Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will be participating in a fireside chat at the Wolfe Research Wealth Symposium on Wednesday, November 9, 2022 in New York, NY. The discussion will begin at 12:40PM ET.
Oct 27, 2022 08:00 am ET
ENVESTNET AND FNZ PARTNER TO LAUNCH SEAMLESS, END-TO-END DIGITAL SOLUTION IN THE U.S. ALSO TO INTEGRATE AND DISTRIBUTE ENVESTNET'S WEALTH DATA PLATFORM INTERNATIONALLY
Front-To-Back Digital Automation Integrates Envestnet Portal & Analytics with FNZ's Modern, Tech-Centric Platform To Better Serve Advisors and Clients
Oct 24, 2022 08:00 am ET
Envestnet Data & Analytics Unveils New Vision at Money 20/20
Envestnet announces Platforms, Innovations and Partnerships to Serve the Technology, Banking and Wealth Industries through Data and Intelligence
Oct 20, 2022 08:00 am ET
Envestnet Enhances its Data and Analytics Business by Launching the Wealth Data Platform to Drive its Financial Wellness Ecosystem into the Future
Powered by Snowflake, the Wealth Data Platform Offers Wealth Advisory Firms a Holistic View of Their Clients' Financial Information and Actionable Insights Every Day
Oct 20, 2022 08:00 am ET
Envestnet to Announce Third Quarter 2022 Results on November 8, 2022
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that the Company will release third quarter 2022 financial results on Tuesday, November 8, 2022 after market close. The Company will host a conference call and earnings webcast to discuss third quarter 2022 financial results on Tuesday, November 8, 2022 at 5:00pm ET.
Oct 12, 2022 08:00 am ET
Envestnet Data and Analytics Business Announces Partnership with Tata Consultancy Services
BERWYN, Pa., Oct. 12, 2022 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced a strategic partnership between Tata Consultancy Services (TCS) and Envestnet Data and Analytics to increase operational scale and business agility. Through this agreement, TCS, a global leader in technology, consulting, and business solutions, will help globally scale Envestnet's Data and Analytics business located in Bangalore, India with technologies that anticipate client needs.
Oct 04, 2022 08:28 am ET
Financial Advisors Put Their Practice to the Test with Envestnet's Intelligent Financial Life™ Advisor Practice Score
Industry-first interactive assessment shows high-scoring advisors significantly outperform low-scoring peers in total client assets managed
Sep 26, 2022 10:38 am ET
Former Envestnet Executive Brandon Rembe Joins Juniper Square as Chief Solutions Officer
Juniper Square, the leading provider of partnership enablement for the private funds industry, today announces Brandon Rembe has joined Juniper Square as Chief Solutions Officer to drive increased focus on customer solutions enabled by the...
Aug 09, 2022 08:38 am ET
Envestnet Institute On Campus Sets Participation Record During 2022 Spring Session and Adds New Sponsor Firm, Franklin Templeton
As Online Career-Training Program Continues to Grow, Franklin Templeton Lends Support to Help Strengthen Industry Diversity & Inclusion
Aug 04, 2022 04:05 pm ET
Envestnet Reports Second Quarter 2022 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2022.
Aug 01, 2022 08:38 am ET
Envestnet Partners with Nickelodeon to Bring the Intelligent Financial Life™ Undersea with SpongeBob SquarePants' Character Mr. Krabs
New Campaign Showcases the Connected Imagined Finances of Beloved Crustacean & Small Business Owner Mr. Krabs within Envestnet's Next-Gen Client Portal
Jul 21, 2022 08:30 am ET
Envestnet to Announce Second Quarter 2022 Results on August 4, 2022
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2022 financial results on Thursday, August 4, 2022 after market close. The Company will host a conference call and earnings webcast to discuss second quarter 2022 financial results on Thursday, August 4, 2022 at 5:00pm ET.
Jul 19, 2022 08:18 am ET
Envestnet Names Ron Ransom to Lead its New Environmental, Social & Governance Office
Envestnet Formalizes Management of Company-Wide ESG Focus as Part of Ongoing Commitment
Jun 07, 2022 08:08 am ET
Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech
Jun 01, 2022 09:00 am ET
Envestnet Strengthens its Retirement Solutions Ecosystem with Acquisition of the 401kplans.com Marketplace
Digital 401(k) Retirement Plan Marketplace Provides a Seamless & Efficient Way for Advisors to Incorporate Retirement Plan Servicing into Their Practices
May 31, 2022 08:30 am ET
Envestnet to Attend the 2022 RBC Financial Technology Conference
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the 2022 RBC Capital Markets Financial Technology Conference on Tuesday, June 14, 2022 in New York, NY. The discussion will begin at 10:10AM ET.
May 18, 2022 08:30 am ET
Lincoln Financial Group Expands Product Offering on FIDx-Powered Envestnet Insurance Exchange
Top Insurance Carrier Adds a Significant Number of its Commission and Fee-Based Products to Financial Professionals Connected to the Envestnet Insurance Exchange
May 11, 2022 04:30 pm ET
The Intelligent Financial Life™ Takes Center Stage at 2022 Envestnet Advisor Summit
Premier Industry Event Spotlights New Insights, Technology & Solutions that Create a Unified and Unrivaled Financial Wellness Ecosystem
May 05, 2022 04:05 pm ET
Envestnet Reports First Quarter 2022 Financial Results
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, 2022.
Apr 28, 2022 06:47 pm ET
Envestnet's Spring Technology Releases Further Enhance Its Financial Wellness Ecosystem
Latest Innovations Build on the Firm's Technology Roadmap To Support a Single View of a Client's Entire Financial Life
Apr 20, 2022 09:00 am ET
Envestnet Partners with Door to Digitize & Optimize Exchange of Information in the Due Diligence Process
Door's Digital Platform Streamlines Information Management for Asset Managers & Research Analysts
Apr 18, 2022 09:00 am ET
Envestnet Data and Analytics to Enter the Small to Medium-Sized Business Market
BERWYN, Pa., April 18, 2022 /PRNewswire/ -- Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital solutions that empower SMBs to intelligently connect, grow, protect, and manage the financial wellness of their business all in one place. The solution will be offered by Envestnet to its clients – including advisors, banks and FinTechs – to help their SMB customers better run their businesses by integrating data from across all the applications they use.
Apr 14, 2022 08:30 am ET
Envestnet to Announce First Quarter 2022 Results on May 5, 2022
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2022 financial results on Thursday, May 5, 2022 after market close. The Company will host a conference call and earnings webcast to discuss first quarter 2022 financial results on Thursday, May 5, 2022 at 5:00pm ET.
Mar 31, 2022 08:30 am ET
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
CHICAGO and NEW YORK , March 31, 2022 /PRNewswire/ -- UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet's client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet's Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational initiative jointly created by iCapital and Chartered Alternative Investment Analyst (CAIA) Association to help advisors build their
Mar 24, 2022 07:30 am ET
Envestnet Invites Advisors to Connect, Innovate & Disrupt at 2022 Advisor Summit in Charlotte May 11-12
Industry's Preeminent In-Person Conference Features Keynotes from NASCAR Star Danica Patrick, Entrepreneur Peter Diamandis & Envestnet CEO Bill Crager
Mar 10, 2022 08:00 am ET
Envestnet Names Farouk Ferchichi Leader of Data and Analytics Business
CHICAGO, March 10, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined capabilities of Envestnet | Yodlee, Envestnet Analytics (Wheelhouse), and Abe AI. This strengthened data and analytics focus under Mr. Ferchichi's leadership is integral to Envestnet delivering on its vision to empower all individuals to live an Intelligent Financial Life.
Mar 01, 2022 08:30 am ET
Envestnet to Participate in Upcoming Conferences
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in the following investor conferences:
Feb 24, 2022 04:05 pm ET
Envestnet Reports Fourth Quarter 2021 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December 31, 2021.
Feb 10, 2022 08:30 am ET
Envestnet to Announce Fourth Quarter and Full Year 2021 Results on February 24, 2022
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release fourth quarter and full year 2021 financial results on Thursday, February 24, 2022 after market close. The Company will host a conference call and earnings webcast to discuss fourth quarter and full year 2021 financial results on Thursday, February 24, 2022 at 5:00pm ET.
Jan 20, 2022 01:42 pm ET
Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
NEW YORK, Jan. 20, 2022 /PRNewswire/ -- FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced today a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition.
Dec 21, 2021 07:38 am ET
Envestnet's Omnichannel Brand Campaign Delivers on Vision of Creating an Intelligent Financial Life™ for All
CHICAGO, Dec. 21, 2021 /PRNewswire/ -- Envestnet's "Fully Vested" omnichannel brand campaign kicked off in September 2021, delivering on its mission to empower financial advisors and professionals with its always-on financial wellness ecosystem to deliver The Intelligent Financial Life™ for their clients.
Dec 16, 2021 08:20 am ET
Envestnet | Yodlee Significantly Increases Global Open Banking Data Connections
SAN MATEO, Calif., Dec. 16, 2021 /PRNewswire/ -- As the growth of open banking accelerates, Envestnet | Yodlee, a leading data aggregation and analytics platform for financial services, has dramatically grown its open banking activities across the globe to allow consumers to better manage their finances and build wealth. Envestnet | Yodlee global open banking account connections now number in the millions, experiencing a 60%+ average monthly growth rate over the most recent six months.
Dec 14, 2021 07:38 am ET
Wellington-Altus Forges Strategic Partnership with Envestnet to Empower Advisors with Industry-Leading Solutions
WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14, 2021 /PRNewswire/ -- Wellington-Altus Financial Inc. (Wellington-Altus), the number-one wealth advisory company in Canada*, and Envestnet, Inc., a leading provider of intelligent systems for wealth management, announce a strategic partnership to provide Wellington-Altus advisors with access to a unified financial wellness ecosystem supporting intelligently connected advisor and client experiences.
Dec 07, 2021 08:00 am ET
Abe.ai And POPi/O Announce Digital Customer Service Partnership
ORLANDO, Fla. and SALT LAKE CITY, Dec. 7, 2021 /PRNewswire/ -- Abe.ai (an Envestnet solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial institutions and POPi/o®, a leading provider of Digital Customer Engagement solutions, today announced a partnership that integrates Abe.ai's Virtual Financial Assistant (VFA), with POPi/o's POPwelcome solution. POPi/o joins Abe.ai's growing list of strategic partners to offer financial institutions best-in-class digital customer service solutions.
Dec 06, 2021 08:00 am ET
Envestnet to Present at the Goldman Sachs U.S. Financial Services Conference
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be hosting a fireside chat at the Goldman Sachs U.S. Financial Services Conference in New York, NY on Wednesday, December 8, 2021. The discussion will begin at 3:00pm ET.
Nov 17, 2021 08:25 am ET
Envestnet | Yodlee, Capital One Data Access Agreement Results in More Seamless Experience, Increased User Control, and Reliability Improvements for Banking Customers
SAN MATEO, Calif., Nov. 17, 2021 /PRNewswire/ -- Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and Capital One Financial Corporation (NYSE:COF) today announced a data access agreement for mutual customers.      
Nov 16, 2021 03:15 pm ET
Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as Fee-Based Solutions
CHICAGO and NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Envestnet, Inc. announces that it is partnering with SIMON Markets LLC (SIMON) to offer access to, and the management of structured investments that can provide income and protection strategies for client portfolios. Envestnet's integration plan will make it possible for financial advisors utilizing Envestnet's financial wellness ecosystem and unified managed account (UMA) platform to offer structured investments as fee-based solutions—and seamlessly manage these products across their lifecycle using analytics, education, and portfolio allo
Nov 08, 2021 04:05 pm ET
Envestnet Reports Third Quarter 2021 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2021.
Nov 01, 2021 08:38 am ET
Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer
CHICAGO, Nov. 1, 2021 /PRNewswire/ -- Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to continue building and expanding its financial wellness network.
Oct 29, 2021 04:05 pm ET
Envestnet Announces Resignation of Anil Arora
Envestnet, Inc. (NYSE: ENV), today announced that Anil Arora has resigned as a director of the Company effective October 28, 2021.
Oct 25, 2021 08:00 am ET
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
CHICAGO and MIAMI, Oct. 25, 2021 /PRNewswire/ -- Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform, empowering advisors to help clients achieve better fixed-income investment outcomes. Completing a year of significant growth and opportunity, YieldX also closed its round of Series A funding led by Envestnet. 
Oct 19, 2021 08:30 am ET
Envestnet to Announce Third Quarter 2021 Results on November 8, 2021
The conference call will be webcast live from the Company's investor relations website at https://investor.envestnet.com/. A replay will be available on the investor relations website following the call.
Oct 18, 2021 08:38 am ET
Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services
CHICAGO, Oct. 18, 2021 /PRNewswire/ -- Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and unsecured consumer loan opportunities.
Oct 12, 2021 08:38 am ET
Carson Group and Envestnet | MoneyGuide Join Forces to Empower Advisors to Deliver Trusted Financial Advice
OMAHA, Neb. and RICHMOND, Va., Oct. 12, 2021 /PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide.
Oct 05, 2021 08:38 am ET
Envestnet Partners with Healthpilot to Optimize Medicare Insurance Coverage
CHICAGO, Oct. 5, 2021 /PRNewswire/ -- Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection and enrollment process. Working together, Envestnet and Healthpilot are equipping financial advisors with a powerful new capability to enable their clients in or nearing retirement to optimize their health insurance coverage every year, adding a new service for a key demographic for their practices.
Sep 29, 2021 09:20 am ET
Envestnet | Yodlee Partners with Navy Federal Credit Union on Data Access Agreement for Improved Consumer Access to Financial Data
SAN MATEO, Calif., Sept. 29, 2021 /PRNewswire/ -- Envestnet | Yodlee -- a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services -- and Navy Federal Credit Union (NFCU) today announced a data access agreement. This partnership will provide the framework for the credit union's members to improve their overall financial wellness through more securely and effectively sharing their financial data with digital apps and experiences.
Sep 29, 2021 08:28 am ET
Envestnet | PMC Rolls Out Tax Management Service for Mutual Fund & ETF Model Portfolios
CHICAGO, Sept. 29, 2021 /PRNewswire/ -- Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) accounts, in either third-party manager or proprietary home office mutual fund and exchange-traded fund (ETF) models, in accordance with their clients' investment goals. The new offering applies to all model portfolios available through Envestnet's Fund Strategist Network, consisting of more than 140 strategist firms and over 2,000 portfolios.  
Sep 21, 2021 09:20 am ET
TD Bank Group and Envestnet | Yodlee Enter into North American Data Access Agreement
TORONTO and SAN MATEO, Calif., Sept. 21, 2021 /PRNewswire/ -- TD Bank Group and Envestnet | Yodlee today announced a data access agreement to address the needs of an increasingly digital customer base. This North American agreement signifies the alignment between TD and Envestnet | Yodlee about protocols to provide for the safe and secure access of TD customer financial data to support the customer's requests to share with the financial wellness apps and experiences of their choice. TD Bank becomes the 13th bank in North America to sign such a data access agreement with Envestnet |Yodlee.
Sep 01, 2021 04:05 pm ET
Envestnet to Participate in Upcoming Conferences
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in the following virtual investor conferences:
Aug 23, 2021 08:38 am ET
Enhancements to Envestnet's Recommendations Engine Further Optimize Presentation & Delivery of Unique Data-Driven Ideas to Help Advisors
CHICAGO, Aug. 23, 2021 /PRNewswire/ -- Envestnet has rolled out updates to the new version of its Recommendations Engine, allowing financial advisors at enterprise organizations and Registered Investment Advisers (RIAs) to further optimize client advice and engagement using data from across Envestnet's financial wellness ecosystem.
Aug 19, 2021 09:03 am ET
Qualis Capital Commences SSO Integration with Envestnet
NEW YORK, Aug. 19, 2021 /PRNewswire/ -- Qualis Capital LLC today announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness. The integration will enable Envestnet platform users to access the Qualis portal for investing in alternatives—further expanding the suite of solutions available for clients.
Aug 05, 2021 04:05 pm ET
Envestnet Reports Second Quarter 2021 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2021.
Aug 02, 2021 08:38 am ET
Envestnet | MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan
RICHMOND, Va., Aug. 2, 2021 /PRNewswire/ -- Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocksSM series that can serve as an on-ramp to planning for advisors and their clients.
Jul 29, 2021 08:38 am ET
Envestnet Trust Services Exchange Adds Peak Trust Company, Rounding Out Access to Innovative Partners in Top-Tier Trust Planning Jurisdictions
CHICAGO, July 29, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Peak Trust Company (Peak), an advisor-focused firm offering customized trust administration for individuals and families, has joined the Envestnet Trust Services Exchange powered by Trucendent as a trustee partner for broker-dealers and Registered Investment Advisers (RIAs). Peak works with more than 1,500 estate planners across the country and specializes in the management of trusts pursuant to law in Alaska or Nevada. These states are considered top-tier trust jurisdictions because they have no state income t
Jul 22, 2021 08:38 am ET
Envestnet Selected as Investment Manager for Sallus Retirement's Pooled Employer Plan
CHICAGO, July 22, 2021 /PRNewswire/ -- Envestnet Retirement Solutions, a subsidiary of Envestnet, Inc. (NYSE: ENV), announces that it has been chosen by Sallus Retirement LLC (Sallus Retirement) to serve as investment manager for the Sallus Retirement's pooled employer 401(k) plan for small business owners and the financial advisors that service them.
Jul 21, 2021 10:01 am ET
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial plan.
Jul 15, 2021 04:05 pm ET
Envestnet to Announce Second Quarter 2021 Results on August 5, 2021
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2021 financial results on Thursday, August 5, 2021 after market close. The Company will host a conference call and earnings webcast to discuss second quarter 2021 financial results on Thursday, August 5, 2021 at 5:00pm ET.
Jul 13, 2021 09:15 am ET
UBS, Envestnet and iCapital Network® leverage technology and investment prowess to expand alternative investment offering
CHICAGO and NEW YORK, July 13, 2021 /PRNewswire/ -- UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital Network1 ("iCapital") today announced a strategic relationship to deliver access to curated UBS and iCapital alternative investment products through Envestnet's platform. To power the initiative, Envestnet will launch the Alternatives Exchange, a new solution designed to provide these products to the firm's clients, leveraging iCapital's turnkey technology through single-sign-on access.
Jul 08, 2021 08:38 am ET
Sterling Trustees Joins Envestnet Trust Services Exchange
CHICAGO, July 8, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Sterling Trustees has joined the Envestnet Trust Services Exchange, powered by Trucendent, to provide its suite of South Dakota trust administration services as an embedded offering to Registered Investment Advisers (RIAs) and broker-dealers.
Jun 24, 2021 09:25 am ET
Envestnet | Yodlee Announces Availability of Key Data Analytics Products on AWS Data Exchange
SAN MATEO, Calif., June 24, 2021 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today the availability of its industry-leading data analytics on Amazon Web Services (AWS) Data Exchange, a service that makes it easy to find and subscribe to third-party data in the cloud.
Jun 24, 2021 09:00 am ET
Envestnet to Host Virtual Investor Day
Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a virtual Investor Day on Tuesday, June 29, 2021 and Wednesday, June 30, 2021. At the virtual event, Envestnet’s leadership will discuss Envestnet’s vision for the The Intelligent Financial Life, the company’s accelerated growth strategy, and a financial overview. The day will include a series of presentations including:
Jun 17, 2021 09:25 am ET
Envestnet | Yodlee Unveils Enhanced Developer Portal For Fast Creation of Digital Financial Wellness Experiences and FinTech Apps
SAN MATEO, Calif., June 17, 2021 /PRNewswire/ -- Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today unveiled an enriched developer experience. The new offering builds off Envestnet | Yodlee's popular platform to advance the embedded finance ecosystem by accelerating the ability for developers to create hyper-personalized and actionable financial wellness experiences.
Jun 16, 2021 09:25 am ET
Envestnet | Yodlee Partners with Snowflake for Expanded Access of Data Analytics Tools
SAN MATEO, Calif., June 16, 2021 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today it is collaborating with Snowflake, the Data Cloud company, to provide the availability of its industry-leading data analytics on Snowflake Data Marketplace, making the product easy to find, simple to purchase, and more easily integrated into financial solutions.
Jun 15, 2021 09:25 am ET
Envestnet | Yodlee Finds Most FinTechs And Banks See Themselves As The Main Beneficiary Of Open Banking, Aside From The Consumer
SAN MATEO, Calif., June 15, 2021 /PRNewswire/ -- As financial service providers look toward the future, they have a positive outlook on the benefits of open banking. But they agree that there needs to be more regulation put in place, and they also see data security and privacy as the biggest challenges to embracing open banking, according to Envestnet | Yodlee's State of Open Banking Research. Envestnet | Yodlee surveyed over 200 decision makers from U.S. banks, wealth management, and FinTech firms on their expectations regarding open banking in the near-term and long-term.
Jun 08, 2021 08:30 am ET
Envestnet Credit Exchange Launches Access to Residential Real Estate & Unsecured Consumer Loans
CHICAGO, June 8, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that the Envestnet Credit Exchange has launched access to a broad range of residential real estate and unsecured lending products for advised clients from a growing list of lending partners selected for their product breadth and service quality. The Envestnet Credit Exchange has expanded its product set beyond securities-backed lending with Upgrade and LightStream for unsecured loans, and Ally Home, Better, and Guaranteed Rate to help wealth managers meet what is typically their clients' largest credit need -- real e
May 28, 2021 04:05 pm ET
Envestnet to Participate in Upcoming Conferences
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in the following virtual investor conferences:
May 06, 2021 04:05 pm ET
Envestnet Reports First Quarter 2021 Financial Results
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, 2021.
Apr 23, 2021 08:30 am ET
Envestnet to Announce First Quarter 2021 Results on May 6, 2021
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2021 financial results on Thursday, May 6, 2021 after market close. The Company will host a conference call and earnings webcast to discuss first quarter 2021 financial results on Thursday, May 6, 2021 at 5:00pm ET.
Feb 25, 2021 04:05 pm ET
Envestnet Reports Fourth Quarter 2020 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December 31, 2020.
Feb 24, 2021 07:38 am ET
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
CHICAGO, Feb. 24, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate the efficient transfer of wealth from generation to generation.
Feb 22, 2021 04:05 pm ET
Envestnet to Participate in Upcoming Conferences
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in the following virtual investor conferences:
Feb 22, 2021 07:38 am ET
Envestnet | MoneyGuide Launches MoneyGuideEngine - API-Based Financial Planning
RICHMOND, Va., Feb. 22, 2021 /PRNewswire/ -- Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry's No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings.
Feb 18, 2021 07:32 am ET
Envestnet | PMC Curriculum Helps Advisors Explore the 'What,' 'Why' & 'How' of Impact Investing
CHICAGO, Feb. 18, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has published a series of comprehensive educational resources about impact investing for financial advisors. These educational materials on impact investing trends, strategies, and products—and how advisors can begin discussions about them with clients—are available on the PMC website: https://www.investpmc.com/impact.
Feb 12, 2021 07:30 am ET
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
CHICAGO, Feb. 12, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has renewed its agreement with Cetera®, providing Cetera's network of over 8,000 independent financial professionals with the full range of technology, data, and solutions available on Envestnet's unified advice platform. The Envestnet financial wellness network encompasses financial planning and budgeting, investing, managing credit, and protecting capital, powered by data intelligence, and its flagship wealth management platform to facilitate the selection, delivery, and management of advisory investment solutions. The
Feb 11, 2021 04:05 pm ET
Envestnet to Announce Fourth Quarter and Full Year 2020 Results on February 25, 2021
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release fourth quarter and full year 2020 financial results on Thursday, February 25, 2021 after market close. The Company will host a conference call and earnings webcast to discuss fourth quarter and full year financial results on Thursday, February 25, 2021 at 5:00pm ET.
Feb 10, 2021 07:38 am ET
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
RICHMOND, Va. and NEW YORK, Feb. 10, 2021 /PRNewswire/ -- Envestnet | MoneyGuide and MaxMyInterest ("Max") announced an integration to give advisors more insight into clients' held-away cash balances and provide an intelligence-driven solution to help them earn higher yield on their cash.
Jan 26, 2021 07:38 am ET
Envestnet Rolls Out Data-Driven 'Recommendations Engine' for Enterprises
CHICAGO, Jan. 26, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations.
Jan 06, 2021 07:38 am ET
Envestnet | PMC Enhances Tax Overlay Services, Enabling Advisors to Apply Holistic Tax Management to More Client Assets
CHICAGO, Jan. 6, 2021 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has rolled out an update to its Tax Overlay Services offering. With this enhancement, financial advisors can apply customized, ongoing tax-optimization approaches to the bulk of client assets within a unified managed account (UMA), dramatically increasing the assets eligible to be diversified out of low-cost-basis shares.
Dec 09, 2020 07:38 am ET
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
NEW YORK and CHICAGO, Dec. 9, 2020 /PRNewswire/ -- Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV).
Dec 03, 2020 07:38 am ET
Envestnet | MoneyGuide's Latest Advisor Survey Finds Financial Planning Services, Fees on the Rise
RICHMOND, Va., Dec. 3, 2020 /PRNewswire/ -- Envestnet | MoneyGuide has published the findings of its latest survey on the state of the financial planning industry according to advisors, along with their outlook on fees, as well as perceived challenges and threats in the current environment, in a new white paper titled State of Financial Planning and Fees: The Bigger Picture. Based on the survey results, financial planning services are on the rise, with many advisors charging a fee for their services, and these fees have steadily increased over the last five years.
Nov 19, 2020 08:30 am ET
Envestnet Participating in Fireside Chat at The D.A. Davidson FinTech & Payments Spotlight Virtual Conference
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 1:30PM ET. Investors and interested parties can access this presentation by visiting the Company’s investor relations website at
Nov 19, 2020 07:38 am ET
Envestnet Cares Partners with Project HOME to Help Fight Poverty & Homelessness
CHICAGO, Nov. 19, 2020 /PRNewswire/ -- 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.
Nov 12, 2020 07:38 am ET
Envestnet and RiskPro® Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
NEWPORT BEACH, Calif. and CHICAGO, Nov. 12, 2020 /PRNewswire/ -- 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.
Nov 11, 2020 07:38 am ET
Envestnet Appoints Robert Coppola as Chief Technology Officer
CHICAGO, Nov. 11, 2020 /PRNewswire/ -- 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.
Nov 11, 2020 05:00 am ET
Envestnet | Yodlee Announces the Winners of Its FinTech Innovation Achievements at the 2020 Benzinga Global FinTech Awards
REDWOOD CITY, Calif., Nov. 11, 2020 /PRNewswire/ -- 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.
Nov 09, 2020 05:05 am ET
Envestnet | Yodlee Appoints Jason O'Shaughnessy as Head of International Sales
REDWOOD CITY, Calif., Nov. 9, 2020 /PRNewswire/ -- 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.
Nov 05, 2020 04:05 pm ET
Envestnet Reports Third Quarter 2020 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2020.
Oct 28, 2020 08:38 am ET
Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
CHICAGO, Oct. 28, 2020 /PRNewswire/ -- 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.
Oct 27, 2020 04:15 pm ET
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
CHICAGO, Oct. 27, 2020 /PRNewswire/ -- 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.
Oct 23, 2020 04:05 pm ET
Envestnet to Announce Third Quarter 2020 Results on November 5, 2020
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release third quarter 2020 financial results on Thursday, November 5, 2020 after market close. The Company will host a conference call and earnings webcast to discuss third quarter financial results on Thursday, November 5, 2020 at 5:00pm ET.
Oct 22, 2020 09:00 am ET
Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors
AUBURN, Calif., Oct. 22, 2020 /PRNewswire/ -- Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze to generate Risk Numbers® for their clients, build proposals using the Risk Number, and implement those proposals directly into the Envestnet unified advice platform.
Oct 21, 2020 08:38 am ET
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
RICHMOND, Va., Oct. 21, 2020 /PRNewswire/ -- 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.
Oct 15, 2020 08:48 am ET
Envestnet Launches Impact Global Climate Solutions QP
CHICAGO, Oct. 15, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that its Quantitative Research Group ("QRG") team has launched a new Quantitative Portfolio (QP), the Impact Global Climate Solutions QP. This strategy offers a passively managed, global equity portfolio enabling investors to allocate assets toward companies developing solutions for mitigating pollution and climate change.
Oct 13, 2020 08:48 am ET
Envestnet | PMC Teams with Federated Hermes to Bring Suite of Diversified, Risk-Managed ESG Integrated Models to Advisors
CHICAGO, Oct. 13, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has joined forces with Federated Hermes, Inc. (NYSE: FHI) to launch the Federated Hermes PMC Impact Portfolios. This new suite of model portfolios offers access to environmental, social, and governance (ESG) integrated investment strategies which can be customized to fit different tolerances for risk.
Aug 20, 2020 04:05 pm ET
Envestnet, Inc. Announces Closing of Convertible Notes Offering
Envestnet, Inc. (NYSE: ENV) (the “Company”), a leading provider of intelligent systems for wealth management and financial wellness, announced today the closing of its offering of $517.5 million aggregate principal amount of 0.75% convertible notes due 2025 (the “Notes”), which were sold in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The proceeds include the full exercise of the $67.5 million option to purchase additional Notes granted by the Company to the initial purchasers.
Aug 17, 2020 09:54 pm ET
Envestnet, Inc. Announces Pricing of Convertible Notes Offering
Envestnet, Inc. (NYSE:ENV) (the “Company”), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it has priced an offering of $450 million aggregate principal amount of 0.75% convertible notes due 2025 (the “Notes”), which will be sold in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The Company also granted to the initial purchasers of the Notes an option to purchase within a 13-day period up to an additional $67.5 million aggregate p
Aug 17, 2020 07:00 am ET
Envestnet, Inc. to Offer $450 Million of Convertible Notes
Envestnet, Inc. (NYSE: ENV) (the “Company”), a leading provider of intelligent systems for wealth management and financial wellness, announced today that it proposes to offer $450 million aggregate principal amount of convertible notes due 2025 (the “Notes”) in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), subject to market conditions and other factors. The Company also expects to grant to the initial purchasers of the Notes an option to purchase for settlement within a 13-day period up to
Aug 10, 2020 04:05 pm ET
Envestnet to Participate in August Conferences
Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating at the following virtual investor conferences:
Aug 06, 2020 04:05 pm ET
Envestnet Reports Second Quarter 2020 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2020.
Aug 05, 2020 08:55 am ET
Envestnet | Yodlee Delivers Hyper-Personalization to the Financial Services Industry
REDWOOD CITY, Calif., Aug. 5, 2020 /PRNewswire/ -- Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced its Insights Solutions, designed to help financial institutions and FinTechs grow their market share by enabling hyper-personalized digital financial experiences and providing the data needed for customer segmentation.
Jul 28, 2020 09:04 am ET
'Powered By Envestnet | Yodlee': Benzinga, Envestnet | Yodlee Spearhead FinTech Innovation With New Partnership
DETROIT, July 28, 2020 /PRNewswire/ -- Benzinga, an innovative and dynamic financial media outlet, ahead of its annual Benzinga Global FinTech Awards, a day of deal-making, networking, and recognition in the financial technology space, announced it has partnered with Envestnet | Yodlee®.
Jul 28, 2020 08:38 am ET
Envestnet | MoneyGuide Launches New Planning Insights Tool via Envestnet Analytics
RICHMOND, Va., July 28, 2020 /PRNewswire/ -- Envestnet | MoneyGuide today announced that MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. This new service will be integrated into MoneyGuide and will provide analysis of planning usage, key metrics, and update patterns.
Jul 23, 2020 08:30 am ET
Envestnet to Announce Second Quarter 2020 Results on August 6, 2020
Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2020 financial results on Thursday, August 6, 2020 after market close. The Company will host a conference call and earnings webcast to discuss second quarter financial results on Thursday, August 6, 2020 at 5:00pm ET.
Jul 22, 2020 04:05 pm ET
Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development
CHICAGO, July 22, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet's strategic roadmap.
Jul 21, 2020 08:38 am ET
HTK Launches the Envestnet Insurance Exchange
CHICAGO, July 21, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As part of the firm's continued focus on expanding and enhancing its investment advisory services and solutions, HTK is among the broker-dealers at the forefront of partnering with Envestnet on its recently
Jul 15, 2020 08:38 am ET
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
CHICAGO, July 15, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor's Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic's far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
Jul 13, 2020 08:30 am ET
Jun 30, 2020 09:00 am ET
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
NEW YORK, June 30, 2020 /PRNewswire/ -- Flyer and Envestnet, Inc. (NYSE: ENV) announced today that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer's Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient fixed-income trading enhancements, advisors can now streamline pre- and post-trade processing for fixed-income securities alongside their equity and m
Jun 25, 2020 04:20 pm ET
Award-Winning Asset Managers, Strategists & Essential Advisors Recognized During Envestnet Advisor Summit On-Demand
CHICAGO, June 25, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 2020 Asset Manager and Strategist of the Year Awards during the digital presentation of the Envestnet Advisor Summit On-Demand (https://envadvisorsummit.com/).  
Jun 25, 2020 09:00 am ET
Envestnet Launches 2020 Advisor Summit On-Demand
CHICAGO, June 25, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet's unified platform to provide essential advice.
Jun 09, 2020 08:38 am ET
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
BERWYN, Pa., June 9, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.
May 28, 2020 04:10 pm ET
For RIAs, Digital Transformation is Key for Staying Competitive & Meeting Client Expectations Post-Pandemic: White Paper
CHICAGO, May 28, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has published a white paper, "RIA Digital Transformation: A Competitive Necessity in a Post-Pandemic Marketplace," discussing industry sentiments and attitudes toward practice digitalization. The report, commissioned by Envestnet and drafted by Aite Group, discusses how end-to-end digital capabilities can help registered investment advisers (RIAs) effectively engage and service clients, and achieve scalability and sustainability, after the present crisis ends.
May 27, 2020 08:30 am ET
Envestnet to Participate in Upcoming Conferences
Investors and interested parties can access these presentations by visiting the Company’s investor relations website at http://ir.envestnet.com/.
May 26, 2020 08:38 am ET
'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs
May 26, 2020 08:38 am ET
'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs
May 21, 2020 08:30 am ET
Alphastar Capital Management to Offer Income & Protection Strategies Through the Envestnet Insurance Exchange
BERWYN, Pa., May 21, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced that Alphastar Capital Management, LLC (Alphastar), a Registered Investment Adviser (RIA) firm, launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. The launch is part of a strategic partnership between Financial Independence Group and Fiduciary Exchange LLC (FIDx), the product-agnostic technology platform that powers the Envestnet Insurance Exchan
May 14, 2020 08:48 am ET
RetireOne & Fiduciary Exchange (FIDx) Announce Partnership to Elevate the Wealth Management Process by Integrating Insurance Planning & Transactions
BERWYN, Pa., May 14, 2020 /PRNewswire/ -- 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.
May 13, 2020 08:32 am ET
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
CHICAGO, May 13, 2020 /PRNewswire/ -- 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.
May 12, 2020 08:38 am ET
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients
May 12, 2020 08:38 am ET
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients
May 07, 2020 04:05 pm ET
Envestnet Reports First Quarter 2020 Financial Results
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.
May 05, 2020 08:38 am ET
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
RICHMOND, Va., May 5, 2020 /PRNewswire/ -- 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.
Apr 27, 2020 08:38 am ET
Envestnet Offers Complimentary Access to Digital Financial Literacy Courses
CHICAGO, April 27, 2020 /PRNewswire/ -- 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.
Apr 23, 2020 08:30 am ET
Envestnet to Announce First Quarter 2020 Results on May 7, 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.
Apr 17, 2020 09:00 am ET
Envestnet | Yodlee Launches COVID-19 Income and Spending Trends
REDWOOD CITY, Calif., Apr. 17, 2020 /PRNewswire/ -- 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.
Apr 16, 2020 09:20 am ET
Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
REDWOOD CITY, Calif., April 16, 2020 /PRNewswire/ -- 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. This will aid in providing the framework for the financial services company's clients to more securely and effectively allow access to, and use their personal financial information, with selected services designed to manage their financial wellness.
Apr 14, 2020 08:38 am ET
Financial Independence Group / RIA Insurance Solutions Announces Partnership with Fiduciary Exchange (FIDx) to Integrate Insurance Planning & Transactions into Wealth Management Processes
BERWYN, Pa., April 14, 2020 /PRNewswire/ -- FIDx, the first product-agnostic platform to integrate the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with Financial Independence Group, one of the nation's leading insurance research and distribution firms, and its RIA Insurance Solutions affiliate. The partnership will help bridge the insurance transaction gap between insurance carriers, registered investment advisers (RIAs), and their existing wealth platforms. The alliance between FIDx and Financial Independence Group/RIA Insurance So
Apr 08, 2020 08:38 am ET
Envestnet Offers Complimentary Access to MyBlocks™ Planning Tool by MoneyGuide
CHICAGO, April 8, 2020 /PRNewswire/ -- The world has changed due to the COVID-19 outbreak, and the pandemic has had a dramatic impact on Americans' financial lives. Envestnet, Inc. (NYSE: ENV) today announced a special free offer of its MyBlocks™ financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions that they can explore on their own through a financial advisor.
Apr 07, 2020 08:38 am ET
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-of-its-Kind, Multi-Strategist Retirement Plan Solution
CHICAGO, April 7, 2020 /PRNewswire/ -- PCS Retirement, a leading provider of retirement plan recordkeeping services, today announced the rollout of the ManagedPlan™ turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions (ERS). This solution will initially be launched by a large broker-dealer client of Envestnet, Inc. (NYSE: ENV), with the goal of making it available to other Envestnet enterprise clients.   
Apr 02, 2020 08:38 am ET
Envestnet | MoneyGuide Releases Tax Planning Feature to Enable Advisors to Enhance Retirement Plans Based on Client's Goals
RICHMOND, Va., April 2, 2020 /PRNewswire/ -- Envestnet | MoneyGuide today announced the launch of a new Tax Planning feature that will enable advisors to have deeper conversations with clients regarding different strategies and show via interactive graphics and illustrations the potential impact of each across personalized retirement plans. Since the SECURE Act recently became law, advisors say clients have more questions than ever about rules related to required minimum distributions (RMDs) for certain retirement accounts and how the new law could impact their own financial plan.
Mar 30, 2020 04:05 pm ET
Envestnet Announces Leadership Appointments
The Board of Directors of Envestnet, Inc. (NYSE: ENV) announced today the following leadership appointments, effective immediately:
Mar 24, 2020 08:38 am ET
Envestnet Partners with Compliance Solutions Strategies to Help Advisors Meet Form CRS Filing Requirements
CHICAGO, March 24, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients. CSS's Form CRS Automator software is designed to help firms meet the Form CRS filing requirements adopted by the Securities and Exchange Commission (SEC) ahead of the June 30, 2020 deadline.
Feb 21, 2020 04:05 pm ET
Envestnet to Attend Upcoming Conferences
Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following investor conferences:
Feb 20, 2020 04:05 pm ET
Envestnet Reports Fourth Quarter 2019 Financial Results
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December 31, 2019.
Feb 13, 2020 08:30 am ET
Envestnet to Announce Fourth Quarter and Full Year 2019 Results on February 20, 2020
Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a conference call to discuss fourth quarter and full year financial results on Thursday, February 20, 2020 at 5:00pm ET.
Feb 13, 2020 08:30 am ET
Envestnet to Announce Fourth Quarter and Full Year 2019 Results on February 20, 2020
Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a conference call to discuss fourth quarter and full year financial results on Thursday, February 20, 2020 at 5:00pm ET.
Jan 09, 2020 07:00 am ET
LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who choose to use the leading...
Nov 14, 2019 08:00 am ET
Envestnet | MoneyGuide Joins Advisor Innovation Labs' Platform, Improving Client and Advisor Relationships and User Experience
POWHATAN, Va., Nov. 14, 2019 /PRNewswire/ -- Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro®, today announced it has joined the Advisor Innovation Labs (A.I. Labs) platform, expanding the company's reach to advisors across the industry. The integration allows clients of A.I. Labs to access MoneyGuide tools through a single portal, making MoneyGuide more readily available and accessible to clients.
Nov 12, 2019 07:30 am ET
Envestnet | Tamarac and Flyer Roll Out Co-Pilot OMS to Advisors
SEATTLE, Nov. 12, 2019 /PRNewswire/ -- Envestnet | Tamarac and Flyer today announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins the Tamarac platform with Flyer's Co-Pilot order management system (OMS) and Flyer Trading Network to provide a more comprehensive, seamless experience while helping eliminate high-risk errors. This partnership offers advisors an advanced solution for trading equities, ETFs, mutual funds and other asset classes, and accessing broker trading algorithms to connec
Nov 11, 2019 12:21 pm ET
Benzinga Unveils Fintech Innovators To Be Honored At 5th Annual Fintech Awards, Powered by Envestnet | Yodlee
NEW YORK, Nov. 11, 2019 /PRNewswire/ -- In preparation for the biggest Benzinga Global Fintech Awards to date, Benzinga is unveiling the winners of the 5th annual event that will be honored Nov. 19 in New York City. Benzinga has been honoring the best in fintech for five years.
Nov 07, 2019 04:05 pm ET
Envestnet Reports Third Quarter 2019 Financial Results
Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2019.
Nov 07, 2019 04:00 pm ET
Equifax Enters Into Credit Bureau-Exclusive Relationship With Envestnet⼁Yodlee To Further Extend Alternative Data Leadership
ATLANTA and REDWOOD CITY, Calif., Nov. 7, 2019 /PRNewswire/ -- Equifax Inc. (NYSE: EFX) and Envestnet | Yodlee (NYSE: ENV) today announced a credit bureau-exclusive partnership that enables individuals to share real-time bank account information like balances, deposits and withdrawals to create a more robust personal financial picture. This relationship is an extension of Equifax leadership in alternative data, building on core data assets, recent acquisitions and the utility data partnership announced with Urjanet in September. Access to consumer-permissioned banking information from Envest
Nov 06, 2019 08:00 am ET
AIG Forms Strategic Partnership with FIDx, Joining the Insurance Exchange (Ix)
BERWYN, Pa., Nov. 6, 2019 /PRNewswire/ -- FIDx, the first product-agnostic platform to integrate annuities with investment products, today announced a strategic partnership with AIG Life & Retirement, the leading provider of annuities.1  Financial advisors using the Envestnet Insurance Exchange platform, powered by FIDx technology, will be able to include AIG annuities as an important part of their clients' retirement portfolios. Acting as a bridge between insurance carriers and wealth managers, FIDx provides advisors with a new platform to partner with AIG Life & Retirement to integ
Nov 05, 2019 07:30 am ET
Envestnet | Tamarac Announces PortfolioCenter Hosted® as Solution for Emerging RIAs
SEATTLE, Nov. 5, 2019 /PRNewswire/ -- Envestnet | Tamarac today announced it is offering PortfolioCenter Hosted® as a portfolio management solution to help emerging registered investment advisers (RIAs) streamline their daily operations and enrich their client reporting.  The solution is designed to grow alongside RIAs' practices, with options to add enhanced features and functionality with Tamarac Reporting, Trading and CRM as their business expands.
Nov 04, 2019 07:30 am ET
Envestnet | MoneyGuide Introduces 5 Blocks, Powered by Yodlee Financial Data, With Plans for Tamarac Integration
CHICAGO, Nov. 4, 2019 /PRNewswire/ -- Envestnet today announced it is adding five Yodlee FinApps to the MyBlocks™ client-engagement tool from MoneyGuide, giving advisors the ability to create an immersive digital experience as they work to help clients improve financial wellness. Like existing blocks, these new Yodlee-powered blocks feed account data into a MoneyGuide plan, delivering broader advice while removing administrative barriers and making engagement easy.
Oct 28, 2019 08:29 am ET
Envestnet | Yodlee Announces Intelligent APIs at Money 20/20 to Ease Creation of Hyper-Personalized Financial Wellness Tools
REDWOOD CITY, Calif., Oct. 28, 2019 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, today unveiled new intelligent APIs and an enhanced developer experience which builds upon the platform's industry-leading data to supercharge the creation of hyper-personalized financial wellness solutions. Available through the enhanced Envestnet | Yodlee developer experience, these intelligent APIs make it easy for developers to deliver personalized, actionable insights via their applications. This offering will be avail

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