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Envestnet

🌎 envestnet.com

Envestnet is a leading financial technology corporation based in Berwyn, Pennsylvania, specializing in wealth management solutions. With over 25 years of experience, Envestnet provides a comprehensive ecosystem of connected technology, advanced insights, and services to wealth managers and financial advisors. The company manages approximately $6.5 trillion in platform assets and is trusted by a significant portion of financial advisors and major financial institutions in the U.S. Envestnet's offerings include portfolio management, investment research, and various wealth management solutions aimed at enhancing financial wellness for clients.

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Envestnet - Latest News and Updates

• Envestnet Portfolio Solutions Inc. acquired a new stake in ProShares Ultra Russell2000 valued at $13,371,000 during the fourth quarter.
• Envestnet's asset management unit, QRG Capital Management, is managing a new offering that uses tax-loss harvesting to customize portfolios, with Brandon Thomas, co-chief investment officer, highlighting their leadership in model-based direct indexing solutions.
• On March 31, 2025, Envestnet launched a first-of-its-kind Direct Indexing solution in Canada, integrating it into a Unified Managed Account to enhance portfolio personalization for Canadian advisors.
• Envestnet is currently hiring for the position of Director, HRMS in the country of the United States.
• Envestnet Elevate 2025 will take place in Las Vegas next week.

• Envestnet is promoting the Elevate App for attendees to enhance their experience at the ENVElevate event in Las Vegas.
• Envestnet will participate in the ENVElevate conference from April 9-11.
• Envestnet is currently seeking a Strategic Sourcing and Procurement Director in Missouri.
• Envestnet's new CEO Chris Todd will participate in a keynote discussion with journalist Katty Kay at #ENVElevate on April 1.
• Envestnet Portfolio Solutions Inc. increased its holdings in BJ’s Wholesale Club by 0.5% in the fourth quarter, now owning 20,003 shares valued at $1,787,000.

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