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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 BERWYN, PA — Envestnet has named Sue Burton as its new chief marketing officer, a move that signals a sharper focus on digital growth, brand power, and revenue-driven marketing as …
Envestnet Taps Growth Strategist Sue Burton to Rewire Its Marketing Engine Read More BERWYN, PA — Envestnet has launched Inside WealthTech, a new blog and video series designed to give financial advisors and industry executives a front-row seat to the conversations shaping the …
Envestnet Pulls Back the Curtain on WealthTech’s Power Players Read More BERWYN, PA — Envestnet (NYSE: ENV) rolled out its fourth-quarter platform technology updates for the Envestnet | Tamarac platform, introducing workflow, reporting, and data-management enhancements aimed at helping registered investment …
Tamarac Upgrade Push: Envestnet Targets RIA Scale and Risk Pressure Read More BERWYN, PA — Envestnet rolled out its fourth-quarter platform technology updates, capping a year of rapid investment and signaling a sharper push to modernize portfolio management and advisor workflows across …
Envestnet Unleashes Q4 Tech Push to Give Advisors a Sharper Edge Read More BERWYN, PA — Envestnet is removing a key barrier to advanced tax-management tools, announcing that asset managers in its Fund Strategist Tax Management (FSTM) Advantage program will now help cover …
Envestnet Pushes Tax-Tech Frontier With New Fee-Free Portfolio Management Program Read More 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 …
Envestnet Opens Registration for Elevate 2026, WealthTech’s Premier Industry Event Read More BERWYN, PA — Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform, marking a major step in expanding advisor access to alternative investments. The new …
Envestnet Expands WealthTech Platform With Alternative Investment Portfolios Read More BERWYN, PA — Envestnet has named Bhaskar Peddhapati as its new Chief Technology Officer, tasking him with advancing the company’s technology strategy, accelerating its use of artificial intelligence, and driving …
Envestnet Appoints Bhaskar Peddhapati as CTO to Lead AI-Driven Transformation Read More 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 …
Envestnet Opens Registration for Elevate 2026, Focused on Advisor Growth and Adaptive WealthTech Read More