BERWYN, PA — Envestnet has opened registration for Envestnet Elevate 2026, its flagship wealth management conference, set for May 19–20, 2026, at the Phoenix Convention Center in Phoenix, Arizona. The annual event is expected to draw more than 2,000 professionals from across the financial services industry, including registered investment advisors (RIAs), broker-dealers, and asset managers.
This year’s theme centers on “Adaptive WealthTech”—how technology, AI-driven insights, and integrated solutions are reshaping the way advisors deliver holistic, personalized advice. The two-day event will feature keynote sessions, continuing education opportunities, and hands-on workshops designed to help financial professionals scale their practices, enhance client experiences, and navigate the rapidly evolving wealth management landscape.
“In today’s competitive and consistently changing wealth management landscape, being able to meet every moment in a client’s life, and in your business, is essential,” said Chris Todd, Chief Executive Officer of Envestnet. “Elevate is where you’ll hear how our Adaptive WealthTech can unlock new value for driving advisor growth and productivity. The mixture of platform connectivity, AI-powered insights, and personalized, integrated solutions we provide is redefining what it means to deliver holistic advice.”
The conference agenda includes pre-conference workshops such as the High-Net-Worth Practice Management Workshop, Tamarac University Express, and the MoneyGuide User Group Workshop, as well as an interactive branding session titled Mastering Your Message: How to Build an Enduring Advisory Brand.
Attendees will also have access to live demos, product tutorials, and networking opportunities with peers and thought leaders, including Envestnet executives Dana D’Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions, and Chris Todd.
Tickets for Envestnet Elevate 2026 are complimentary, offering financial professionals across the wealth management ecosystem an opportunity to connect, collaborate, and explore the latest strategies for growth and innovation.
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