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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 BERWYN, PA — Envestnet has named Bhaskar Peddhapati as Chief Technology Officer, a move aimed at advancing the company’s technology strategy and expanding its use of artificial intelligence across its …
Envestnet Appoints Bhaskar Peddhapati as Chief Technology Officer Read More BERWYN, PA — Envestnet has released its second-quarter 2025 analysis of the most-used digital insights among enterprise advisors and registered investment advisers (RIAs) across its platform, highlighting continued momentum in …
Envestnet Reports Top Advisor Insights Driving Growth and Client Engagement in Q2 2025 Read More BERWYN, PA — Envestnet has unveiled a five-year strategic plan backed by a $1 billion investment in research and development aimed at reshaping how financial advisors serve clients and manage …
Envestnet Outlines $1 Billion Strategy to Transform Advisor Technology Read More BERWYN, PA — Envestnet, Inc. has finalized the sale of its open finance and data analytics subsidiary, Yodlee, Inc., to private equity firm STG, marking a strategic shift designed to …
Envestnet Completes Sale of Yodlee to STG, Sharpens Focus on Core WealthTech Strategy Read More BERWYN, PA — Envestnet, Inc. announced that John Hofmann will assume the role of Chief Financial Officer, effective September 1, 2025. Hofmann, a veteran financial executive with extensive experience in …
Envestnet Names John Hofmann as New Chief Financial Officer Read More