Meet Every Moment.

Surface client opportunities instantly with AI.

Personalize every client portfolio

Documentable workflows for repeatable client outcomes

Insights for HNW households and held-away assets

Scale profitably as you grow

Hours of CE credit and proven practice management strategies

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Hours

Minutes

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Elevate 2026

This is your moment

From buying a house, to sending a child to college, to retiring, certain moments in your clients’ lives leave a lasting imprint. For advisors, these moments are career-defining opportunities. That’s why, at Envestnet, we’re focused on helping advisors leverage AI-powered wealthtech and strategic insights to anticipate what’s ahead, simplify complexity, and seize every opportunity – strategically, operationally, and competitively. Join us at Elevate to see how.

Video Recap

2025 Replay

Relive the highlights from 2025 Envestnet Elevate.

Get inspired with wealth management technology, training, and insights to drive practice growth.

Learn how to simplify practice management while supporting HNW investors at scale.

Get a closer look at next-level technology and distribution techniques for capturing market share.

Discuss strategies for opening new revenue streams and simplifying workflows.

Attendees

Who is Envestnet Elevate for?

RIAs

Broker-Dealers

Asset Managers

Financial Professionals

Knowledge

Meet the speakers

We have an exciting lineup of thought leaders to share.

Dana D’Auria

Co-Chief Investment Officer and Group PresidentEnvestnet Solutions

Chris Todd

Chief Executive OfficerEnvestnet

Molly Weiss

Group President, Wealth Management PlatformEnvestnet

Ranked as one of the best conferences for financial advisors in 2025¹

Kitces.com

¹ “The 18 Best Financial Advisor Conferences To Attend In 2025.” Kitces.com, 2024.

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