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BERWYN, PA — iCapital and Envestnet said they expanded their strategic partnership to integrate iCapital’s alternative investment capabilities into Envestnet’s Unified Managed Account platform.
iCapital, Envestnet Expand Partnership on Investment Platform Read More BERWYN, PA — Envestnet said it named Conor Grennan, chief executive officer and founder of AI Mindset, as a keynote speaker for its Elevate 2026 conference scheduled for May 19-20 …
Envestnet Names Conor Grennan as Elevate 2026 Keynote Speaker Read More BERWYN, PA — Envestnet announced that former college football coach Nick Saban will serve as keynote speaker at its Elevate 2026 conference, scheduled for May 19-20 in Phoenix, Arizona.
Envestnet Names Nick Saban Keynote for Elevate 2026 Event Read More BERWYN, PA — Envestnet recent named PIMCO as its 2026 Manager of the Year during its Asset Manager of the Year Awards ceremony held at the Envestnet Engage: Manager Forum …
Envestnet Names PIMCO Manager of the Year at 2026 Awards Read More BERWYN, PA — Envestnet announced the availability of a first series of interval funds within its Unified Managed Account platform, allowing financial advisors to access private market investments within a …
Envestnet Adds Interval Funds to Unified Managed Account Platform Read More BERWYN, PA — Envestnet (NYSE: ENV) announced the rollout of a new planning tool, Dash, within its MoneyGuide platform as part of its first quarterly technology update of 2026, aimed …
Envestnet Launches Dash Planning Tool in MoneyGuide Platform Read More BERWYN, PA — Envestnet announced a series of platform enhancements as part of its first quarterly technology release of 2026 aimed at improving workflow efficiency, customization, and data-driven decision support …
Envestnet Announces Platform Enhancements in First 2026 Tech Release Read More BERWYN, PA — Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited …
Envestnet Launches Dash Planning Tool Within MoneyGuide Platform Read More BERWYN, PA — Envestnet (NYSE: ENV) has appointed Rich Friedberg as chief information security officer to lead the company’s enterprise information security strategy and cyber risk management efforts, the company …
Envestnet Appoints Rich Friedberg as Chief Information Security Officer Read More BERWYN, PA — Envestnet (NYSE: ENV) has created a new Chief Growth Officer role and appointed industry veteran Jonathan Linstra, marking a pivotal step in the company’s strategy to scale …
Envestnet Names First Chief Growth Officer in Major WealthTech Push Read More