July 10, 2020

AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
May 26, 2020

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
March 31, 2020

Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
February 21, 2020

Envestnet Offers a “New Playbook” for Advising Gens Y & Z

Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by […]
January 7, 2020

Envestnet Credit Exchange Adds TD Bank; LightStream, a Division of SunTrust; Nationwide; and First Citizens Bank

Envestnet announced that it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; […]
May 2, 2019

Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides […]
April 17, 2019

Envestnet and INVENT Team Up to Serve Enterprise Clients

Invent.us (INVENT), a software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a new strategic partnership for […]
April 9, 2019

New Envestnet Credit Exchange Integrates Lending Solutions into Advisors’ Wealth Management Practices

Envestnet introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor […]