Envestnet, Inc

We’re thrilled to announce the appointment of Chris Todd as our new CEO, marking the beginning of an exciting and transformative chapter for Envestnet. Backed by the strong support of our recent partnership with Bain Capital and Reverence Capital Partners, we’re ready to amplify our impact in the wealth management industry like never before. Chris brings exceptional leadership to our experienced executive group and highly skilled team, united by a shared commitment to delivering excellence for our clients. This is just the start of an exciting journey. Stay tuned as we boldly shape the future of financial advice—together! https://lnkd.in/d9uPah_3

In honor of Dr. Martin Luther King Jr.'s legacy, today is an opportunity to volunteer and give back to the causes that matter most to us. Join us and our Envestnet team members in celebrating his life and achievements. Dr. King was a champion of equality, justice, and hope — let his words and actions inspire us to create a brighter, more inclusive future.

We had a sunny start to 2025! We kicked off the new year in San Diego at our recent High-Net-Worth Symposium. This full-day workshop brought together Envestnet specialists, asset manager partners, and advisors for lively discussions and networking to provide valuable insights and strategies to better serve high-net-worth clients. Be on the lookout for our upcoming HNW Symposium. Until then, explore HNW client retention strategies here: https://bit.ly/3DT8l59

Envestnet’s Insights Engine solution unveiled key AI-driven strategies that enterprise advisors and RIAs used in 2024 to optimize client portfolios and grow their practice. These top insights showcase strategic areas that help advisors enhance their decision-making while servicing clients. Want to unlock the full list? Check out our recent press release and see how Envestnet’s continued leadership in integrating AI into our solutions can help advisors leverage data to make more informed, actionable decisions. https://lnkd.in/egjJ7Vui

For many, financial planning isn’t just personal — it’s about supporting loved ones and building a legacy. By shifting to a family-focused approach, advisors can address long-term goals like wealth building, tax efficiency, estate planning, and legacy strategies. This positions them as trusted partners, guiding families through milestones and transitions while fostering lasting client relationships. https://lnkd.in/eQCDjGMC

We’re going ALL IN at Elevate 2025. Relive the highlights from #ENVElevate 2024. Now imagine what’s in store for 2025: 🔹 Tailored Strategies for High-Net-Worth Clients 🔹 Masterclasses on Envestnet's Platform 🔹 Insights into Emerging Trends like Direct Indexing & Decision Intelligence 🔹 Customized Investment Solutions at Scale 🔹 Earn CE Credits to advance your professional development Don’t wait — register today and get ready to elevate your game! https://bit.ly/4gUKZuy

Watch Molly Weiss, Group President, Wealth Management Platform discuss our client portal with RIA Channel. Learn how the portal was designed to help advisors engage with clients through a digital-first approach, leveraging data aggregation to offer a comprehensive view of their wealth.

Come spend 2 days with us at the Venetian in Las Vegas for #ENVElevate 2025! https://bit.ly/3PvigAI We’re upping the ante with jam-packed breakouts, incredible keynotes and unrivaled networking opportunities with some of the leading minds in the industry. We’re ALL IN on supporting advisors and their clients through technology, solutions, and insights. Don’t miss out—secure your spot today!

We customize everything — our workouts, our coffee orders, even our playlists. So why not our retirement portfolios? Retirement planning isn't one-dimensional. https://lnkd.in/eJReZ92v Target-date funds (TDFs) have helped many Americans save for retirement, but they lack the detailed personalization some 401(k) participants need as their lives and financial situations become more complex. 401(k) managed accounts offer a personalized alternative, tailoring portfolios to individual goals, risk tolerance, and financial circumstances. It's a step beyond the one-size-fits-all approach of TDFs, providing greater confidence and alignment with your clients' unique retirement journeys.