WealthTech's Preeminent Two-Day Event Will
Feature Demos, Tutorials, 50 Incredible Breakouts, Keynotes from
Bill Crager, Angela Duckworth & Charles Duhigg, and CE Credit Sessions
Join 3,000 Financial Advisors, RIAs,
Enterprises & FinTech Leaders at Envestnet Elevate in
Phoenix, AZ on May 14-15, 2024
Let's Celebrate 25 Years: Driving Growth,
Productivity and Client Success Together
BERWYN,
Pa., March 4, 2024 /PRNewswire/ -- Envestnet's
industry-leading Wealth Management Platform will take center stage
as Envestnet welcomes 3,000 financial advisors and financial
professionals to its annual industry conference – Envestnet Elevate
2024, to be held May 14-15 at the
Phoenix Convention Center in
Phoenix, AZ. Celebrating its 25th
anniversary this year, Envestnet has chosen a theme for the two-day
event that resonates deeply with wealth management professionals:
"Connection."
Register now to attend Envestnet Elevate 2024.
"Our focus this year at Envestnet Elevate 2024 is to demonstrate
and showcase the power of our fully connected wealth management
platform – and celebrate what connects us. Through hands-on
demonstrations, tutorials and breakouts, advisors will learn how to
apply Envestnet's technology and wealth management solutions to
help build and better their practices," said Molly Weiss, Group President, Wealth Management
Platform for Envestnet. "Successful advisor-client
relationships depend on trust, communication and personalized
attention. For 25 years we've made it our mission to help you
better meet client needs through connected technology, advanced
insights and comprehensive solutions that enable you to be more
productive, more successful and ultimately to grow your
business."
Cited by
Investopedia1 and Kitces as
a top advisor industry conference, Envestnet Elevate provides
advisors with hands-on training sessions, interactive demos, up to
6 hours of accredited continuing education sessions, user group
workshops, as well as breakout sessions that will explore best
practices and business models for RIAs, trends, investment and
portfolio strategies, High Net Worth services, personalization,
financial planning, product demos and roadmap and more. This year,
for the first time, Elevate will have a track devoted to
retirement.
The conference features multiple keynote addresses from
thought-provoking leaders, motivational speakers and executives
across Envestnet's ecosystem, and beyond, including:
- Angela Duckworth:
Psychologist, #1 New York
Times-Bestselling Author of "Grit: The Power of Passion
and Perseverance" (Duckworth's TED Talk, titled "Grit: the
Power of Passion and Perseverance," is among the most-viewed of all
time)
- Charles Duhigg: Pulitzer
Prize-Winning Journalist and Author of Bestselling "The Power of
Habit and Smarter Faster Better" who will discuss his new book,
"Supercommunicators," released February
20.
- Bill Crager: Co-Founder
and Chief Executive Officer of Envestnet
- Molly Weiss: Group
President, Wealth Management Platform at Envestnet
- Dana D'Auria: Co-Chief Investment Officer and Group
President of Envestnet Solutions
"At Elevate 2024, helping advisors leverage the Envestnet
ecosystem for business growth is front and center. We're
demonstrating the advanced capabilities of our platform, through
first-hand stories and case studies," said Tom Sipp, Executive Vice President, Business
Lines for Envestnet. "In addition, we'll present innovative
strategies and ideas for how advisors can optimize the Envestnet
Wealth Management Platform and our ecosystem of tools and
intelligence, to connect more deeply with clients, and importantly,
build business."
As part of Elevate 2024, Envestnet will pursue its fourth year
of Choir certification. Choir is a diversity certification program
and tech platform for financial services conferences that works to
lift the voices of those who have been historically
underrepresented in the financial services and wealth management
industry. Envestnet has been certified the past three years (2023,
2022, and 2021) and if certified in 2024, will be the first company
to hit the four-year certification.
The future of connected financial advice is on display at
Envestnet Elevate this May – don't miss out. Secure your spot
today, early bird pricing ends March
9.
Sponsorship & Media Information
Interested in
being a sponsor? Learn more here.
For members of the media (complimentary registration; lodging
and transportation not included), please contact
media@envestnet.com.
ABOUT ENVESTNET
Envestnet is helping to lead the growth of wealth managers and
transforming the way financial advice is delivered through its
ecosystem of connected technology, advanced insights, and
comprehensive solutions – backed by industry-leading service and
support. Serving the wealth management industry for 25 years with
more than $5.8 trillion in platform
assets—more than 108,000 advisors, 16 of the 20 largest U.S. banks,
48 of the 50 largest wealth management and brokerage firms, more
than 500 of the largest RIAs -- thousands of companies, depend on
Envestnet technology and services to help drive business growth and
productivity, and better outcomes for their clients. Data as
of 12/31/2023.
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). For more
information, please visit www.envestnet.com, and follow us on
LinkedIn and X (@ENVintel).
1 https://www.investopedia.com/industry-conferences-for-financial-advisors-7971525
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SOURCE Envestnet