Join the Wealth Management Revolution at Envestnet Elevate 2026
Envestnet has made an exciting announcement: registration is now open for the eagerly anticipated Envestnet Elevate 2026, set to take place at the Phoenix Convention Center. This annual conference, scheduled for May 19-20, will bring together over 2,000 professionals from various sectors of the wealth management industry. The event aims to provide a platform for financial advisors, RIAs, broker-dealers, and asset managers to explore how Adaptive WealthTech can drive productivity and growth.
Unlocking New Opportunities for Advisors
The Envestnet Elevate conference is designed for wealth management professionals who are eager to enhance their practices by integrating innovative technology solutions. This event will be pivotal for attendees looking to navigate the ever-evolving landscape of wealth management effectively. Through focused sessions, participants will gain insights into key practice management trends and best practices, ultimately equipping themselves to serve high-net-worth clients better.
Educational Sessions and Keynotes to Drive Growth
Attendees can look forward to engaging sessions that will focus on efficiently scaling managed accounts and gaining hours of continuing education credits. The emphasis will be on practical strategies and insights that are vital for meeting client needs. Chris Todd, the Chief Executive Officer of Envestnet, remarked, "In today's competitive landscape, it is essential to be able to meet every moment in a client's life. Our Adaptive WealthTech platform empowers advisors with the necessary insights and technology to make accurate decisions promptly."
The event also promises inspiring keynote addresses from influential figures within the wealth management sector, including Dana D'Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions, among others. Their insights will offer valuable perspectives on the future of wealth management and how to maximize the new technologies available.
Hands-On Demos and Networking Opportunities
Moreover, attendees will have the opportunity to participate in hands-on demos to learn how to leverage Envestnet's innovative technology to enhance productivity and exceed client expectations. The chance to network with fellow professionals—from broker-dealers to RIAs—will help form valuable connections that can lead to future collaborations.
Pre-Conference Training Sessions
To further enhance the attendee experience, there will be dedicated pre-conference sessions that cater to both novices and seasoned advisors:
- Tamarac University — This comprehensive training session is designed for advisors to delve deeply into platform fundamentals and the latest updates on trading and reporting strategies.
- MoneyGuide Training Hub — This educational service focuses on benefiting from Envestnet's goals-based financial planning experience, aiding advisors in effectively motivating their clients toward action.
- Envestnet's Women's Forum — An exclusive gathering aimed at encouraging discussions to inspire and elevate women in the wealth management field.
Become a Part of Envestnet Elevate 2026
With complimentary tickets available, this is an incredible opportunity for financial advisors and those within the wealth management community to gather insights that can transform their practices. Envestnet invites professionals to learn how to embrace the technologies that reshape client experiences in the wealth management industry.
If you’re interested in exploring sponsorship opportunities for Elevate 2026, more details can be found on the Envestnet website. Additionally, media representatives are encouraged to reach out for complimentary registration details.
About Envestnet
Envestnet is a leader in Adaptive WealthTech, providing a holistic suite of technology solutions and insights to help advisors make informed decisions throughout their clients' financial journeys. With a rich history of over 25 years and a significant presence managing $7.0 trillion in platform assets, Envestnet stands at the forefront of the wealth management industry. Trusted by a vast community of financial advisors, the firm continues to evolve and adapt, ensuring that its offerings meet the diverse needs of its clients.
For more information about Envestnet and how it can assist you in your wealth management journey, please explore their official website. Stay updated with the latest news and insights by following Envestnet on platforms like LinkedIn and X.
Frequently Asked Questions
What is Envestnet Elevate 2026?
Envestnet Elevate 2026 is an annual conference that brings together wealth management professionals to learn about innovative strategies and technologies.
When will the conference take place?
The conference is scheduled for May 19-20, 2026.
What can attendees expect to learn?
Participants will gain insights into adaptive technologies for wealth management, practice management trends, and strategies for serving high-net-worth clients.
Is there a cost to attend Envestnet Elevate 2026?
Tickets are complimentary, ensuring access for financial advisors and related professionals.
Who are some of the keynote speakers?
Keynote speakers include Chris Todd, CEO of Envestnet, and Dana D'Auria, CFA, ensuring valuable insights from industry leaders.
