Partnership

Sponsors

Join us for Elevate 2025 our premier event uniting wealth management and fintech with inspiring content and industry-leading speakers.
Our sponsors

Thank you to our 2025 sponsors!

BlackRock
Fidelity
Franklin Templeton
State Street

Platinum Sponsors

Alliance Bernstein
Janus Henderson
Northern Trust
Nuveen

Gold Sponsors

Bank of Oklahoma
First Trust
Goldman Sachs
iCapital
MFS
Morningstar
Pimco
Russell
Vanguard

Technology

Flourish Technologies
Foundation Source
Canoe
GiftingNetwork
Jump
Raisin Solutions
Tax Status
Vi4 Wealth
Wealthbox (Starburst Labs)

Exhibitors

AAM
Algorithmic Investment Models
Alley Company
Allspring
American Century
AQR
Arch
Aristotle Capital
Baron Capital Group
Belle Haven
Breckinridge
CAIS
Cantor Fitzgerald
Capital Research and Management Company
Charles Schwab
Clark Capital
Copeland Capital
Delaware/Macquarie
Dimensional
Federated
FIDx
Fiera Capital
Flyer Financial
FPA Funds
Frontier Asset Management
Globalt
GlobalX
Grayscale
GW&K
Horizon Investments
Invesco
John Hancock
JP Morgan
Lazard
Lord Abbett
Meeder
Nasdaq Dorsey Wright
Ocean Park
One Oak Capital Management, LLC
Pacific Income
Perpetual Group
Pontera
Potomac Funds
Principal Asset Management
Raymond James Investment Management
Sage
Schafer Cullen
Scharf Investments, LLC
SEI
Sterling Capital
Stone Ridge
T. Rowe Price
Tom Johnson
Tributary
UBS
VanEck
Virtus
William Blair
Zacks

Emerging

Heitman Real Estate Securities LLC
Hodges Capital Management
NewEdge Wealth, LLC
Sound Income
Become a sponsor
We are thrilled to offer exciting sponsorship, exhibitor, and other promotional opportunities at various price points for longtime sponsors and newcomers. Sponsors get exposure to advisors, home office, and FinTech leaders with rich content and inspiring speakers at Envestnet Elevate.
Video

2024 replay

Relive the highlights from 2024 Envestnet Elevate.
Disclaimer:
BlackRock, Fidelity, Franklin Templeton, and State Street Global Advisors are independent companies, unaffiliated with Envestnet.

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