Envestnet Elevate, our annual event, is right around the corner! This year, as Envestnet turns 25, we are celebrating what connects us. Keep reading for ways to take advantage of the many insights, trainings, and networking opportunities that will help you to elevate your experience and, ultimately, your business.
Download the app
Just like last year, printed agendas will not be available on-site in Phoenix. The Elevate app is the key to unlocking all of the value (and fun!) at Envestnet Elevate. While we’ll be providing WiFi on-site, we strongly encourage attendees to download and explore the Envestnet Elevate app before arriving in Phoenix. Take advantage of the opportunity to plan who you want to connect with!
In the app, you’ll find:
- Your personal agenda—Whether you would like to follow a curated agenda track or customize your own, the app will allow you to refine and update your agenda as you go
- In-app messaging—Meet someone you want to connect with? Use the app to easily message other attendees, coordinate one-on-one meetings, and find colleagues for meals or to attend sessions together
- Key details and announcements—WiFi passwords, sponsor details and other crucial information about the event venue
- NEW: Envestnet Connect—Introducing Envestnet’s new 1-hour meeting program designed to facilitate the opportunity for attendees to connect. Set up 1:1 meetings with like-minded leaders and professionals in the industry by participating in a 10-min., rotating meeting format.
- Participants will have the opportunity to request meetings with other attendees with similar interests across practice management and business optimization. (Please note this is a first-come, first-served event.)
Click here for instructions on how to download. We’re here to help! Swing by our information desk when in Phoenix, or reach out to support@brella.io to help with troubleshooting.
Navigate our venue
We’re so pleased to be hosting Envestnet Elevate at the beautiful Phoenix Convention Center. The Expo is the central hub of Elevate. If you are unsure where to go or looking for an answer to a question, start there!
We also recommend that our guests:
- Wear comfortable shoes. We’ve packed our days with great content and we’ll be taking advantage of space throughout the building. A fair amount of walking will be involved!
- Arrive early to grab a seat. Doors will open at 7:30am on Tuesday and Wednesday to give you ample time to explore the Expo, grab a bite for breakfast, and find a seat for our first keynotes of the day. Keynote sessions begin at 9:00am.
- Stop by our info desk for questions about where breakout rooms, meeting rooms, charging stations, and restrooms are in relation to the Expo.
Envestnet Asset Manager of the Year Awards
Tuesday, May 14th at 5:40pm
Immediately following our afternoon keynote speakers, we're hosting our annual Asset Manager of the Year Awards in the Keynote Theater. Stay for Happy Hour at 6:00pm to connect with all the finalists and explore!
Enjoy Phoenix
With more than 325 days of sunshine a year and an average temperature of 72 degrees, the weather is almost always permitting in Phoenix. If your travel plans allow, use this interactive map to explore this beautiful city.
Don't forget the closing celebration
Before you leave town, join us Wednesday at 6:00pm in the Expo for an open bar, live music, and a chance to continue connecting with everyone you met during the event.
Learn from leaders
This year’s event will provide a once-in-a-lifetime chance to hear main stage keynotes from:
- Ian Bremmer, President, Eurasia Group & GZERO Media
- Angela Duckworth, Best-selling author and psychologist, co-founder of Character Lab
- Charles Duhigg, New York Times bestselling author of The Power of Habit: Why We Do What We Do in Life and Business and Supercommunicators: The Power of Conversation and Hidden Language of Connection
In addition, on Monday, May 14th, we are hosting the Envestnet Women’s Forum, in partnership with BlackRock, State Street Global Advisors, Franklin Templeton, and Fidelity, to discuss ways to attract, inspire, and elevate more women in Wealth Management. Our 2024 Women’s Forum keynote speaker is Brooke Baldwin, a TV host, filmmaker, award-winning journalist, and bestselling author. Brooke most recently hosted a social experiment show on Netflix called The Trust. She is the author of the bestselling book Huddle: How Women Unlock Their Collective Power, redefining the word 'huddle' to explore how women lean on one another to provide support, empowerment, inspiration, and the strength to enact meaningful change.
You’ll also have the opportunity to hear from a wealth of industry leaders from BlackRock, Fidelity, Franklin Templeton, and State Street Global Advisors, including our own:
- Bill Crager, Strategic Advisor, Co-Founder and former Chief Executive Officer
- Tom Sipp, Executive Vice President, Business Lines
- Dana M. D’Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions
- Molly Weiss, Group President, Wealth Management Platform
- Rich Aneser, Chief Strategy Officer
- Andrew Stravaridis, Chief Relationship Officer and Group Head of Wealth Solutions Distribution
We are so proud that Envestnet Elevate was recently named a top conference for financial advisors for 2024, by Investopedia and Kitces.1 It’s an event bringing together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform our clients’ futures. Join us. We look forward to seeing you very soon!
For live updates leading up to and during the event, follow us on social media! We’ll be active on LinkedIn, Twitter, and Instagram. Join our conversation by using hashtag #ENVElevate.
