Envestnet Elevate 2026 Registration Open: 2,000+ Wealth Management Industry Professionals to Learn How to 'Meet Every Moment' for Clients

Envestnet's Annual Conference to be Held in Phoenix from May 19-20, 2026

Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage

BERWYN, Pa., Oct. 28, 2025 /PRNewswire/ -- Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year's top industry conference.

The agenda will focus on further educating advisors on key practice management trends, efficiently scaling managed accounts, better serving high-net-worth clients, and offering best practices for utilizing the wealthtech platform's newest capabilities. Hours of CE credits will be available.

Register now  to attend Envestnet Elevate 2026.  Tickets are complimentary to provide financial advisors and RIAs, broker-dealers, asset managers, and the wealth management community with opportunities to transform their practice and the future of the industry as a whole.

"In today's competitive and consistently changing wealth management landscape, being able to meet every moment in a client's life, and in your business, is essential. If your client is looking to buy a house, pay for college, or retire, or whether you and your team need to simplify trading, reporting, and financial planning—Envestnet's Adaptive WealthTech platform equips you with the technology and insight to act decisively, no matter what," said Chris Todd, Chief Executive Officer of Envestnet. "Elevate is where you'll hear how our Adaptive WealthTech can unlock new value for driving advisor growth and productivity. The mixture of platform connectivity, AI-powered insights, and personalized, integrated solutions we provide is redefining what it means to deliver holistic advice. Elevate will give advisors the chance to learn how to maximize these benefits for themselves and their clients."

Attendees will hear from insightful keynote speakers and leading voices shaping the future of wealth management, including Envestnet's Chief Executive Officer Chris Todd, Dana D'Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions, and many others.

In addition, attendees will be able to participate in hands-on demos and tutorials to explore how to harness Envestnet's technology to drive growth, enhance productivity, and exceed evolving client expectations. There will also be many networking opportunities with other broker-dealers, RIAs, and advisors who are leveraging Envestnet's platform to deliver smarter, more personalized advice.

Pre-conference sessions include:

• High-Net-Worth Practice Management Workshop—This interactive session explores strategies for deepening advisor-HNW client relationships and enhancing practice growth through insights, planning, and personalized engagement. 
• Mastering Your Message: How to Build an Enduring Advisory Brand—In a competitive advisory landscape, your message isn’t just what you say – it’s how you stand out. This interactive session, previously Envestnet Women’s Forum, will blend inspiration from accomplished female financial professionals with hands-on branding education to help you define your niche and communicate your value with confidence.
• Tamarac University Express—This hands-on session is designed for Tamarac users looking to strengthen their foundational skills and boost day-to-day efficiency. Through interactive exercises, you'll explore new workflows, learn essential best practices, and gain confidence in managing key tasks.
• Tamarac User Group—This interactive discussion is designed to foster peer-to-peer learning – no presentations, just open dialogue. Advisors will share how they’re optimizing workflows, applying best practices, and driving value for their firms.
• MoneyGuide User Group Workshop—Join us for an engaging, intermediate-level session tailored for MoneyGuide’s goals-based users. Through dynamic discussions and real-time user interaction, you’ll gain valuable insights and actionable techniques to enhance your client outcomes and deepen your expertise. 

Sponsorship & Media Information
Interested in becoming an Elevate 2026 sponsor? Learn more here .

Members of the media (complimentary registration; lodging and transportation not included) may contact [email protected] .

About Envestnet
Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (Envestnet_).

Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

SOURCE Envestnet