Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage
Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year’s top industry conference.
The agenda will focus on further educating advisors on key practice management trends, efficiently scaling managed accounts, better serving high-net-worth clients, and offering best practices for utilizing the wealthtech platform’s newest capabilities. Hours of CE credits will be available.
Register now to attend Envestnet Elevate 2026. Tickets are complimentary to provide financial advisors and RIAs, broker-dealers, asset managers, and the wealth management community with opportunities to transform their practice and the future of the industry as a whole.
“In today’s competitive and consistently changing wealth management landscape, being able to meet every moment in a client’s life, and in your business, is essential. If your client is looking to buy a house, pay for college, or retire, or whether you and your team need to simplify trading, reporting, and financial planning—Envestnet’s Adaptive WealthTech platform equips you with the technology and insight to act decisively, no matter what,” said Chris Todd, Chief Executive Officer of Envestnet. “Elevate is where you’ll hear how our Adaptive WealthTech can unlock new value for driving advisor growth and productivity. The mixture of platform connectivity, AI-powered insights, and personalized, integrated solutions we provide is redefining what it means to deliver holistic advice. Elevate will give advisors the chance to learn how to maximize these benefits for themselves and their clients.”
Attendees will hear from insightful keynote speakers and leading voices shaping the future of wealth management, including Envestnet’s Chief Executive Officer Chris Todd, Dana D’Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions, and many others.
In addition, attendees will be able to participate in hands-on demos and tutorials to explore how to harness Envestnet’s technology to drive growth, enhance productivity, and exceed evolving client expectations. There will also be many networking opportunities with other broker-dealers, RIAs, and advisors who are leveraging Envestnet’s platform to deliver smarter, more personalized advice.
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