Envestnet | Latest News & Updates - Apr 09, 2025 Release
Envestnet introduced Chris Todd as their new CEO during the #ENVElevate event on April 9, where he shared his vision for the company's role in the future of financial technology...
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Envestnet
🌎 envestnet.comEnvestnet 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.
Envestnet - Latest News and Updates
- Envestnet introduced Chris Todd as their new CEO during the #ENVElevate event on April 9, where he shared his vision for the company's role in the future of financial technology.
- On April 9, 2025, Envestnet signed a long-term contract with Arete Wealth to provide advanced wealth management technology for enhancing advisory platforms.
- Envestnet's Elevate 2025 event in Las Vegas is showcasing its wealth management platform to over 2,000 financial advisors, highlighting its role in driving advisor growth and productivity, with new CEO Chris Todd emphasizing a focus on AI-powered insights and innovation.
- Envestnet Asset Management Inc. sold 136,291 shares of Phillips 66, reducing its holdings by 7.3% in the fourth quarter.
- Envestnet thanked its Premier sponsors BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors for supporting the 2025 ENVElevate event.
- Envestnet Asset Management Inc. increased its Chevron Co. holdings by 2.7% in the fourth quarter, owning 4,667,101 shares valued at $675,983,000.
- Envestnet is using artificial intelligence to enhance advisor-client relationships and personalize solutions, as discussed by Molly Weiss, Group President, Wealth Management Platform, and Blake Wood, Head of Platform Strategy, on April 9.
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