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Jul. 10	TAPP Engine, Inc. and Envestnet, Inc. Enhances Digital Wealth Experiences for Credit Unions and Community Banks with Activepassive ETF Model Portfolios	CI
Jul. 09	Envestnet, Inc. and Vanguard Group, Inc. Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions	CI
Jun. 10	Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts	CI
May. 20	Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience	CI
May. 20	Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors	CI
May. 19	Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform	CI
May. 19	Envestnet Introduces New Enhancements at Elevate 2026	CI
May. 19	Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage At Elevate 2026	CI
May. 19	Envestnet Expands Alternative Investment Access and Enhances Platform Flexibility	CI
May. 19	Envestnet Enhances Wealth Data Platform with New Ai Explainability, Workflow Explainability, and Advisor Decisioning Capabilities At Elevate 2026	CI
May. 12	Envestnet, Inc. Promotes David Kamerman as Head of Canadian Business Development	CI
Apr. 15	ICapital and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts	CI
Mar. 23	Envestnet Introduces New Enhancements To Tamarac Platform	CI
Mar. 16	Envestnet Integrates Interval Funds Directly into Unified Managed Account Platform	CI
Mar. 09	Envestnet Announces Rollout of Dash Solution and Enhancements to MoneyGuide	CI
Mar. 05	Envestnet Unveils Series of Platform Enhancements as Part of First Platform Release of 2026	CI
Feb. 19	Envestnet Appoints Rich Friedberg as Chief Information Security Officer	CI
Feb. 02	Envestnet, Inc. Announces Appointment of Jonathan Linstra as Chief Growth Officer	CI
Jan. 07	Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer	CI
Jan. 06	Envestnet Debuts Video Series Spotlighting the Forces Driving WealthTech Innovation & Industry Evolution	CI
Dec. 22	Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements, Accelerating Advisor Efficiency, Security & Client Experience	CI
Dec. 11	Envestnet Announces the Rollout of Its Fourth Quarter Platform Technology Updates Designed to Deliver Greater Flexibility, Customization, and Efficiency for Financial Advisors	CI
25-10-28	Envestnet Launches Manager Models with Interval Funds Available from Blackrock & Franklin Templeton	CI
25-10-23	Envestnet, Inc. Appoints Bhaskar Peddhapati as Chief Technology Officer	CI
25-10-14	CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark	CI

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