Envestnet, Inc

We're excited to announce that registration for Envestnet Elevate 2025 is officially live! Join us for another exciting #ENVElevate — this time, coming to you from Las Vegas! https://lnkd.in/eZdxcqDf This year, we're all in — dedicated to supporting advisors and their clients through technology, solutions, and partnership. We invite you to ask: What do you need to go all in? At Elevate, it's not just about what you learn — it's about how you'll apply it. Expect hands-on breakouts where you can dive deep into actionable strategies that will help you grow your business. Be inspired by keynote speakers who are shaping the future of wealth management, offering fresh perspectives and bold ideas. And, of course, take advantage of networking opportunities to connect with industry leaders, peers, and partners.

This holiday season, #ENVCares Raleigh partnered with Centro Para Familias Hispanas to bring joy to over 400 kids in Wake County through their annual toy drive. Our incredible volunteers sorted, selected, and wrapped toys based on each child’s “Santa’s List,” making their holiday dreams come true at the Annual Holiday Celebration. At Envestnet, we are dedicated to supporting our local communities, and this was a truly meaningful experience that brightened so many lives. A heartfelt thank-you to everyone who donated and volunteered!

Get ready for an unforgettable experience at Envestnet Elevate 2025! https://bit.ly/4gklhiQ This year, we're ALL IN — empowering advisors with the technology, solutions, and partnerships they need to succeed. It's not just about what you learn at #ENVElevate but how you'll put it into action. ✨ Engage in hands-on breakouts with actionable strategies to help grow your business. ✨ Be inspired by visionary keynote speakers who are shaping the future of wealth management. ✨ Connect with industry leaders, peers, and partners through invaluable networking opportunities. Don't miss out — register now!

During our sales meeting in Charleston last week, we celebrated the remarkable talent that propels Envestnet forward. From showing unwavering determination and achieving outstanding results to fostering strong partnerships, these individuals exemplify the core values that make Envestnet exceptional. Congratulations to all the winners! They are the driving force behind our continued commitment to pushing boundaries and transforming the way financial advice is delivered through connected technology, advanced insights, and comprehensive solutions.

Our sales team, from across our business lines, connected in Charleston for an intensive week of training, brainstorming, and team building. They worked together, sharpening their tools and knowledge to better deliver the full power of Envestnet to our valued clients in 2025.

Are you an Envestnet user? Make sure to let it be known! Fill out the T3 Technology Tools for Today / Inside Information Software Survey and share your preferred vendor: https://bit.ly/4iCbNkG

We’re thrilled to celebrate the successful completion of the 2024 Envestnet Delegates Program, marking our 4th cohort! Over the past eight months, these high-performing, future-focused emerging leaders have embarked on a transformative journey, gaining skills and insights to excel in management roles. This year’s cohort participated in activities such as 360-degree feedback, professional coaching, and mentorship from senior executives and alumni—all designed to unlock their leadership potential. Congratulations to our 2024 Delegates! We’re excited to see the incredible impact you’ll make. #WeAreENV

Last night, we celebrated an incredible evening with our industry peers at the ThinkAdvisor #TALuminaries. A huge congratulations to our very own Dana M. D'Auria, CFA, Co-CIO and Group President, Envestnet Solutions, for winning Thought Leader of the Year for TAMPS & Model Marketplaces. We also spent the night celebrating our finalist nominations for: ✔️ Innovation Firm award for TAMPs & Model Marketplaces ✔️ Fintech Thought Leadership and Education award for our 2024 Market Intelligence Report ✔️ Retirement Income Innovation Award for our Envestnet Retire Complete solution At Envestnet, we strive to foster industry thought leadership and deliver impactful solutions and technology that empowers financial advisors to scale and grow their businesses and guide their clients through every stage of their financial life. *The 2024 ThinkAdvisor Luminaries awards are awarded to firms and individuals from across the financial services industry that demonstrate exemplary leadership, groundbreaking innovation, and outstanding community impact. Neither Envestnet nor its affiliates paid any fees to be considered, and these awards are not indicative of any Envestnet product or strategy’s future performance. Some individuals on the Luminaries judging panel are employees of Envestnet clients. The awards were granted in December 2024 with evaluation based on the last 12-18 months.

Portfolio and investment management may be where this industry started, but it’s not where it is headed. While it remains a core part of an advisor's business, the bigger picture is about delivering value across the entire client experience. https://lnkd.in/ei2NFaKN Adding value doesn’t have to feel overwhelming. From behavioral coaching to leveraging AI, there are practical ways to expand your impact and elevate your practice in 2025. Let’s focus on what’s next.

When we say YEE, you say HAW — YEEHAW! Last week in Nashville, we kicked off our first High-Net-Worth Symposium. This full-day workshop brought together Envestnet specialists, some of our asset manager partners, and advisors for interactive discussions and networking, all designed to provide valuable insights and strategies to better serve your high-net-worth clients. Missed out? Don’t worry! Our next HNW Symposium is in San Diego, January 14-15. Save your spot today: https://bit.ly/4g3K36I