Envestnet has entered into a definitive agreement to acquire @Vestmark, a premier provider of portfolio management technology, institutional-grade trading, tax transition capabilities, and outsourced investment management services. bit.ly/4yt5VkD

#ENVElevate Day 2 kicked off with Conor Grennan, CEO of AI Mindset, and Jonathan Linstra on moving AI from experimentation into real impact – embedding it into daily workflows, boosting engagement, and scaling advice without losing the human touch.

Adaptive WealthTech is about making advice smarter, simpler, and more connected. At #ENVElevate, Chris Todd shared how Envestnet is reducing workflow friction and building a platform ready for a future where intelligence scales instantly.

RIAs, broker-dealers, asset managers, and wealthtech leaders from across the industry are gathering together at #ENVElevate for a 2-day immersive experience designed to help advisors meet every moment. Here's a behind-the-scenes look at us getting ready for you yesterday!

“Innovation never stops, and if we’re not thinking about how to make our products better and where our business is going, someone else will. I work to stay ahead of the innovations that others are doing in the wealth management technology space.” - Chris Todd, CEO, Envestnet

We were joined at #ENVElevate by panelists from @BlackRock, @Fidelity, @FTI_US, and @StateStreetETFs to explore how our continued collaboration can help fuel efficiency, growth, and innovation in wealth management.

"The key thing in life is to surround yourself with people who know what you don’t know." - George W. Bush, 43rd President of the United States and Founder of the George W. Bush Presidential Center #ENVElevate

"According to McKinsey, in the next 10 years, advisors will shed their role as investment managers and become integrated life and wealth coaches. There's more that your clients want beyond financial planning. The future of finance is 'wealthcare.'" - @moseleywilliams #ENVElevate

"During times of market volatility, our job is to keep our clients disciplined, diversified, and in the right risk tolerance for their long-term goals." - Dana D’Auria, Group President of Envestnet Solutions and Co-Chief Investment Officer, Envestnet #ENVElevate

“We use AI to drive better service & outcomes for advisors. AI can't replace the human aspect, but can strengthen an advisor-client relationship, allowing for deeper personalization.” - Molly Weiss, Group President, Wealth Management Platform bit.ly/4ltqMyU #ENVElevate

“We need to have great products with wildly happy customers supported by a fantastic team. That’s what drives the future of innovation at Envestnet. With focus and energy, we are going to create better productivity and better growth for our advisors.” - Chris Todd, CEO, Envestnet

We’re thrilled to announce the appointment of Chris Todd as our new CEO, marking the beginning of an exciting and transformative chapter for Envestnet. newsroom.envestnet.com/2025-…

During #ENVSummit Day 2 opened with @ENVDani, who shared why personalization is a key trend shaping WealthTech. @maryedugan explored the generational gaps in financial behaviors. Here are some highlights!

#ENVSummit Day 1 was incredible! We heard from graduates of the Envestnet Delegates program, CEO @ENVCrager, co-CIO Dana D'Auria, CFA, and so many outstanding speakers. Looking forward to another great day tomorrow!

As we prepare for this year's Summit in Denver, CO, we invite you to take a look back at the highlights from 2022's event in Charlotte. Want to be part of next year's highlight reel? Register for #ENVSummit 2023 today ➡️ envestnet.com/event/summit/?…

As we reflect on today, we recognize Dr. King's inspiring legacy of service. We’re proud to support our employees in their volunteer efforts. #mlk #mlkday envestnet.com/corporate-soci…

Happy holidays! ❄️ Embrace your inner designer in the #envestnetuglysweater Builder contest. Will your design be the ugliest of them all? There's only one way to find out — get knitting! #uglysweaterday ow.ly/v5iH50M5Uug

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem investor.envestnet.com/resou…

Thank you to all of the sponsors, partners, attendees, and speakers who made this year's #ENVSummit a success! We couldn't have done it without you!

Entrepreneur, podcast host, author, and retired race car driver @DanicaPatrick joined us at #ENVSummit, sharing the inspiring story of her career, her perspective, and how she's following her passion to achieve her goals. #ENVSummit