Know Before You Go: Tips & Tricks for Envestnet Elevate 2025

5 MIN. READ

Envestnet Elevate, our annual event, is right around the corner! Elevate is one of the only events bringing together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform our clients’ futures. Keep reading for ways to take full advantage of the curated menu of networking opportunities, training, and insights from top thought leaders.

Download the app

Just like last year, printed agendas will not be available on-site in Las Vegas. The Elevate app is the key to unlocking all of the value (and fun!) at Elevate. While we’ll be providing WiFi on-site, we strongly encourage attendees to download and explore the Envestnet Elevate app before arriving on site.

How to download the Elevate app

Click the below button to download the app.

To set up the Elevate app:

  • Download the app.
  • Tap on "Get started".
  • Enter your email address (that you used for registration to the event), then tap continue. This will trigger an email to your email account with an activation code.

IMPORTANT: Please check your SPAM or Junk mailbox for an email with the subject line, “Your code for Elevate is XXX-XXX”.

  • Enter the activation code in the next screen or open the email that you received and tap on the button 'Activate Elevate app' to activate your account.
  • Accept the Privacy Policies and tap 'OK'.
  • Your Elevate App is now successfully set up!

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
  • Key details and announcements—WiFi passwords, sponsor details and other crucial information about the event venue

Navigate our venue

We’re so pleased to be hosting Elevate at the stunning The Venetian/Palazzo Resort. 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. If you’ve ever been to Las Vegas before, you know that a fair amount of walking is involved. We’ve packed our days with great content and we’ll be taking advantage of space throughout the building. Please plan accordingly!
  • Arrive early to grab a seat. Doors will open at 7:15am on Wednesday and Thursday to give you time to head to registration to grab your badge, grab a bite for breakfast, and find a seat for our first keynotes of the day. Keynote sessions begin at 8:30am.
  • Stop by our info desk for questions about where breakout rooms, meeting rooms, charging stations, and restrooms are in relation to the Expo.

There's no better way to wrap up an epic two days than by partying in true Vegas style. After Happy Hour on Thursday evening, we’ll wrap up Elevate with a celebration on the gorgeous Venetian pool deck for music, signature cocktails, and unforgettable moments under the stars. This year’s afterparty is not to be missed!

Learn from leaders

This year’s event will provide a once-in-a-lifetime chance to hear main stage keynotes from:

  • Katty Kay, U.S. Special Correspondent for BBC Studios, Award-winning Journalist, and Bestselling author
  • Dennis Moseley-Williams, internationally recognized customer experience specialist
  • Allistair McCaw, renowned leadership and performance coach

Including a headline keynote with George W. Bush, 43rd President of the United States and Founder of the George W. Bush Presidential Center, in conversation with our new CEO, Chris Todd.

Please note that this headline session with Former President George W. Bush will be a private event and is closed to the media. No personal recording or note-taking will be allowed. No large bags or laptops will be allowed in and must be checked or dropped in room prior to session starting.

You’ll also have the opportunity to hear from a wealth of industry leaders from our premier sponsors BlackRock, Fidelity, Franklin Templeton, and State Street Global Advisors, including our own:

  • Dana M. D’Auria, CFA, Group President of Envestnet Solutions and Co-Chief Investment Officer
  • Molly Weiss, Group President, Wealth Management Platform
  • Blake Wood, Head of Platform Strategy
  • Andrew Stavaridis, Chief Relationship Officer and Group Head of Wealth Solutions Distribution

Enjoy Las Vegas

Lastly, we probably don’t need to tell you that Las Vegas has a lot to offer. Whether you explore the attractions within the Venetian or venture out onto the strip, it pays to take a few minutes to prioritize what you want to see and do the most. Start at https://www.visitlasvegas.com/ to learn more.

See You at Elevate!

Recognized by Investopedia, Kitces, and SmartAsset as one of the top industry conferences, Elevate will bring together leaders from across the wealth management industry to explore the future of financial advice, showcase innovative technology, and provide valuable networking opportunities. The annual event is designed for advisors, RIAs, enterprises, and fintech professionals who are looking to elevate their practices and drive business growth. 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.


The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

 

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