BERWYN, PA — Envestnet has opened registration for Elevate 2026, its flagship wealth management conference scheduled for May 19–20, 2026, at the Phoenix Convention Center in Arizona. The event is expected to attract more than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset management firms across the country.
This year’s conference will focus on helping financial professionals expand managed account programs, deepen relationships with high-net-worth clients, and integrate Envestnet’s Adaptive WealthTech solutions to drive growth and operational efficiency. The agenda includes sessions offering continuing education (CE) credits, hands-on technology training, and strategic insights from industry leaders.
Chris Todd, Envestnet’s Chief Executive Officer, said the event will highlight how technology, artificial intelligence, and platform integration are reshaping advisory practices. He noted that Elevate 2026 will give attendees the tools and insights needed to deliver more holistic, data-driven client experiences.
Keynote speakers will include Todd and Dana D’Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions, along with additional thought leaders shaping the future of wealth management. The conference will feature a mix of presentations, product demonstrations, and peer networking sessions designed to help advisors apply innovative solutions to real-world challenges.
Pre-conference programming will offer specialized workshops for advisors seeking to strengthen client relationships and enhance business performance, including:
- High-Net-Worth Practice Management Workshop: Focused on deepening advisor-HNW client relationships through advanced planning and personalized engagement.
- Mastering Your Message: A reimagined Envestnet Women’s Forum that helps advisors refine their brand and communicate their value with authenticity.
- Tamarac University Express and User Group Sessions: Practical training for advisors optimizing workflows and leveraging Tamarac’s platform to improve efficiency.
- MoneyGuide User Group Workshop: An interactive, mid-level session to help advisors maximize the planning platform’s tools and enhance client outcomes.
Registration for Elevate 2026 is complimentary and available now at Envestnet.com.
For RIAs, broker-dealers, and asset managers navigating an evolving wealthtech landscape, Elevate 2026 offers practical guidance and peer collaboration designed to empower firms to scale, innovate, and deliver higher-value advice.
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