Envestnet

Unlock the mindset of champions at #ENVElevate with renowned leadership and performance coach Allistair McCaw! Drawing from his experience working with elite athletes, top executives, and world-class organizations, advisors will walk away with practical strategies to enhance team culture, mental toughness, and personal excellence that can drive sustained success in their practice. Are you leading a financial practice, managing a team, or striving for peak performance in your career? Register today: https://bit.ly/4ipAEYx

Don’t miss your chance to hear from internationally recognized customer experience specialist Dennis Moseley-Williams at #ENVElevate. Offering great service is no longer enough — you need to create a memorable client experience. Dennis will provide advisors with the strategies they need to help forge more meaningful connections with clients. Discover the power of delivering a transformative client experience to help you stand out and walk away with a fresh perspective and the tools to create trust, loyalty, and long-term engagement from your clients. https://bit.ly/41Dzcup

?? The #ENVElevate afterparty is BACK and better than ever! Take a look at some of years' past final night party highlights! Jealous of the fun? There's no better way to wrap up an epic two days than by partying in true Vegas style. Join us at the Venetian Pool Deck for music, signature cocktails, and unforgettable moments under the stars! This year’s afterparty is NOT to be missed. Lock your hotel reservation today: https://bit.ly/4iBQxuC

We are thrilled to announce that #ENVElevate will kick off with Envestnet’s new CEO Chris Todd in a must-attend keynote discussion with renowned journalist Katty Kay. In an exclusive interview with U.S. Special Correspondent for BBC Studios, Katty will delve into Chris’ personal journey, what inspired him to take the helm at Envestnet, and how he envisions the company's role in shaping the future of financial technology. Whether you're an advisor, asset manager, or home office executive, this session will offer Chris’ insights into: ? Envestnet’s competitive strengths & untapped opportunities ? Navigating an industry in rapid transformation ? The strategic vision defining Envestnet’s next era Join us for a conversation that will shape the future of wealth management! You won’t want to miss this one! https://bit.ly/4hJTf02

Some of our sales team gathered at our Berwyn headquarters for an intensive week of training, sharpening their skills and deepening their knowledge to better serve our clients. With insights from our new CEO, Chris Todd, they explored how Envestnet’s solutions can drive greater impact, reinforcing our commitment to delivering value and innovation in every client interaction.

The #ENVCares Raleigh team spent a few hours supporting their community through the Note in the Pocket foundation. The team packed clothing for homeless and impoverished children and families within Wake and Durham Counties. Hours spent supporting our community are hours well spent. #WeAreENV

#ENVElevate is just around the corner —?are you ready to go ALL IN? Whether you’re looking to level up your strategies, connect with industry leaders, or just soak in the incredible energy of our keynote speakers, Elevate has something for everyone. Thank you to our Elevate 2025 premier sponsors: BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. ? It's also a last chance to grab a deal on hotel rooms, the deadline for booking is Monday, March 17 — don't miss out on staying right where the action is! https://bit.ly/3Rcm76c

The UMA opens up an array of outsourced services to you and your HNW clients. This hands-on help that Envestnet provides helps advisors create a bespoke experience for their high-touch, high-expectation clients without a heavy lift, allowing advisors to grow their practice. Check out Dana M. D'Auria, CFA, as she digs into some of the benefits of the UMA. #ENVElevate is your one-stop shop for all things HNW and UMAs. We are going ALL IN on providing advisors with the tools and strategies to elevate their practice for their HNW clients. Connect with us in Las Vegas April 9-10 to go ALL IN. https://bit.ly/3FBQLDx

Congratulations to Alger for being named Manager of the Year, and congratulations to all of the winners named during the 21st Annual Asset Manager Awards! We are proud to recognize all of the portfolio managers who embody practice management excellence, navigating market conditions and economic environments. Federated Hermes Cramer Rosenthal McGlynn, LLC WCM Investment Management BlackRock AllianceBernstein Impax Asset Management Fidelity Investments Read more: https://bit.ly/3FitvdX

What a great few days at #T32025! We had an incredible time connecting with fellow innovators and showcasing how Envestnet is transforming the way financial advice is delivered through our ecosystem of connected technology, advanced insights, and comprehensive solutions. Missed us at T3? No worries, we’re just getting started. Catch us at #ENVElevate 2025, April 9-10 in Las Vegas to see what’s next! https://bit.ly/4hladSf