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.

Happy Thanksgiving, everyone! ???? Our team gathered together for a festive lunch and conversation. We love carving time out to be together, enjoying the start of the holiday season. Wishing you and your loved ones a day filled with warmth, joy, and the best company around the table. #WeAreENV

Another successful #SchwabIMPACT is in the books! Our team had an amazing time connecting with financial professionals and sharing the latest enhancements to the Envestnet ecosystem. This week, we launched a suite of highly requested custodial features in the Envestnet | Tamarac CRM platform, designed to streamline the advisor experience when managing Charles Schwab accounts. These updates are all about empowering advisors to focus more on what truly matters: their clients. https://lnkd.in/eFa3jJQ9 Check out some of our favorite moments! ??

Our latest release is here! From managing documents to mapping new options transaction types, see what’s new with our final round enhancements for 2024. Get all the details here! ?? https://lnkd.in/eqNXDBng

As we embrace this season of giving back, our #ENVCares Berwyn team members volunteered at the Chester County Food Bank at Two Gander Farm. The crew rolled up their sleeves, gathering and organizing crops to be donated to help fight food insecurity in our local communities. While the work was tough, it's one of our favorite — and most rewarding — volunteer days of the year!

Ready to elevate your UMA business? https://lnkd.in/ez8W5SYg With Envestnet’s integrated tech stack, advisors can streamline portfolio management, enhance client outcomes, and optimize tax strategies — all from a single platform. Discover how our unified solution simplifies the management of Unified Managed Accounts (UMA) and Unified Managed Households (UMH) for better growth and efficiency.

We're headed to #SchwabIMPACT with exciting new enhancements in hand! Driven by our ongoing commitment to empower advisors, we've launched a suite of highly requested custodial features in the Envestnet | Tamarac CRM platform to enhance the advisors' experience managing Charles Schwab accounts. Schwab is the custodian of choice for many RIAs, and we're dedicated to helping advisors streamline their processes, bring more value, and focus on what truly matters: their clients. To learn more about these updates to the Envestnet ecosystem, visit us at Booth #701 or join us for two sessions: ? Connecting the Envestnet Ecosystem for RIAs on Thursday, 11/21 at 11:15 a.m. PT ? How to Leverage Envestnet | Tamarac's Unified Managed Account Technology for Growth and Scale on Wednesday, 11/20 at 9:45 a.m. PT. We look forward to connecting and sharing these innovations with you — see you there! https://lnkd.in/ejmj7Rcf

Our Envestnet Revenue Manager team headed to Toronto for the latest TSAM – The Summit for Asset Management conference. We love having the opportunity to connect with industry leaders and share insights about our holistic revenue management and billing platform.

As we lean into the celebration of #TransgenderAwarenessWeek, a time dedicated to honoring transgender individuals, we’re taking the opportunity to practice acceptance and understanding in our workplace and beyond. Now, more than ever, it’s crucial to ensure transgender individuals are safe, seen, heard, and valued. The community continues to face discrimination, transphobia, and barriers to healthcare, education, and equal rights. Through awareness and inclusivity, Envestnet Pride — our ERG dedicated to celebrating the unique identities and experiences of LGBTQIA+ employees and allies — advocates for a world where transgender individuals can thrive. We provide resources, support, and networking opportunities to ensure everyone has the tools they need to contribute to positive change. #WeAreENV Throughout this week and beyond, we encourage everyone to engage with and learn about transgender social justice initiatives led by the Human Rights Campaign: ?? Transgender: Celebrating Changemakers https://lnkd.in/eQe2HAmG ?? Transgender & Non-Binary Educational Resource (HRC)?https://lnkd.in/ePh-C_Yk ?? Transgender Awareness Week Resources https://lnkd.in/e3-8h4nJ

#ENVCares about supporting our communities! Our team joined forces with the Greater Chicago Food Depository to help make a difference, packing an incredible 5,100 meals — that’s 200 meals per volunteer! Together, we’re working to combat hunger and provide for our neighbors in need. We’re grateful for the chance to give back, and we look forward to making an even bigger impact in the future.