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News Envestnet, Inc.

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06-10	Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts	CI
05-20	Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience	CI
05-20	Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors	CI
05-19	Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform	CI
05-19	Envestnet Introduces New Enhancements at Elevate 2026	CI
05-19	Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage At Elevate 2026	CI
05-19	Envestnet Expands Alternative Investment Access and Enhances Platform Flexibility	CI
05-19	Envestnet Enhances Wealth Data Platform with New Ai Explainability, Workflow Explainability, and Advisor Decisioning Capabilities At Elevate 2026	CI
05-12	Envestnet, Inc. Promotes David Kamerman as Head of Canadian Business Development	CI
04-15	ICapital and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts	CI
03-23	Envestnet Introduces New Enhancements To Tamarac Platform	CI
03-16	Envestnet Integrates Interval Funds Directly into Unified Managed Account Platform	CI
03-10	Envestnet Announces Rollout of Dash Solution and Enhancements to MoneyGuide	CI
03-05	Envestnet Unveils Series of Platform Enhancements as Part of First Platform Release of 2026	CI
02-19	Envestnet Appoints Rich Friedberg as Chief Information Security Officer	CI
02-02	Envestnet, Inc. Announces Appointment of Jonathan Linstra as Chief Growth Officer	CI
01-07	Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer	CI
01-07	Envestnet Debuts Video Series Spotlighting the Forces Driving WealthTech Innovation & Industry Evolution	CI
12-23	Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements, Accelerating Advisor Efficiency, Security & Client Experience	CI
12-11	Envestnet Announces the Rollout of Its Fourth Quarter Platform Technology Updates Designed to Deliver Greater Flexibility, Customization, and Efficiency for Financial Advisors	CI
28/10/25	Envestnet Launches Manager Models with Interval Funds Available from Blackrock & Franklin Templeton	CI
23/10/25	Envestnet, Inc. Appoints Bhaskar Peddhapati as Chief Technology Officer	CI
14/10/25	CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark	CI
03/10/25	Envestnet Unveils Most-Use Ai Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows	CI
08/09/25	Foundation Source Partners with Envestnet to Expand Advisor Experience to WealthTech Technology and Services	CI

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