wealthtech platform - FinTecBuzz

Envestnet Appoints Jonathan Linstra Chief Growth Officer

February 4, 20269 min

Envestnet, the Adaptive WealthTech company, today announced the appointment of Jonathan Linstra as Chief Growth Officer (CGO). This newly created role marks the next phase of a strategic evolution as the company advances a dual growth leadership model that pairs scalable distribution with enterprise and RIA relationship management leadership to drive long-term value creation. The wealthtech industry is entering a new phase driven by rising client complexity, increasing demand for personalization at scale, and the...

by PRNewswire

Platforms

Envestnet Elevate 2026 Conference Registration Open

October 29, 20254 min

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...

by PRNewswire

Platforms

FP Alpha Launches Estate Insights 2.0 for Smarter Planning

June 3, 20256 min

FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points up from 30 directly from estate planning...