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Envestnet

Envestnet
Business / Technology

Envestnet Names Conor Grennan as Elevate 2026 Keynote Speaker

April 23, 2026April 21, 2026 - by Timothy Alexander

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

Envestnet
Business

Envestnet Names Nick Saban Keynote for Elevate 2026 Event

March 29, 2026March 28, 2026 - by Timothy Alexander

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
Envestnet
Business

Envestnet Names PIMCO Manager of the Year at 2026 Awards

March 29, 2026March 28, 2026 - by Timothy Alexander

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

Envestnet
Business / Technology

Envestnet Adds Interval Funds to Unified Managed Account Platform

March 29, 2026March 28, 2026 - by Timothy Alexander

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
Envestnet
Products and Services / Technology

Envestnet Launches Dash Planning Tool in MoneyGuide Platform

March 18, 2026March 17, 2026 - by Timothy Alexander

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

Envestnet
Products and Services / Technology

Envestnet Announces Platform Enhancements in First 2026 Tech Release

March 13, 2026March 12, 2026 - by Timothy Alexander

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
Envestnet
Products and Services

Envestnet Launches Dash Planning Tool Within MoneyGuide Platform

March 10, 2026March 10, 2026 - by Timothy Alexander

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

Envestnet
Executives

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

March 1, 2026February 28, 2026 - by Timothy Alexander

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
Envestnet
Executives

Envestnet Names First Chief Growth Officer in Major WealthTech Push

February 9, 2026February 9, 2026 - by Timothy Alexander

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
Envestnet
Executives

Envestnet Taps Growth Strategist Sue Burton to Rewire Its Marketing Engine

January 12, 2026January 11, 2026 - by Timothy Alexander

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

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