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Envestnet Elevate 2026: The Premier Event for Wealth Management Professionals

Envestnet is excited to announce that registration is now open for its much-anticipated event, Envestnet Elevate 2026, slated for May 19-20, 2026, at the Phoenix Convention Center in Phoenix, Arizona. This gathering promises to be a significant milestone in the wealth management industry, attracting more than 2,000 professionals, including registered investment advisors (RIAs), broker-dealers, and asset management experts. It's a unique opportunity to engage with the latest trends in wealth management and explore how innovative technologies can reshape financial advisory practices.

Focus on Education and Best Practices

The agenda for Elevate 2026 is designed to empower financial advisors with vital knowledge about current trends in practice management, especially in scaling managed accounts and enhancing client service for high-net-worth individuals. Envestnet aims to provide attendees with numerous continuing education (CE) credits, an outstanding incentive for professionals looking to advance their skills.

Chris Todd, the CEO of Envestnet, emphasizes the importance of adapting to the complexities of today’s wealth management landscape. "In a world where clients have diverse financial needs, whether it’s buying a home, funding education, or planning for retirement, having the right technology is crucial for advisors. Our Adaptive WealthTech platform is built to enable advisors to respond effectively to clients’ needs at every stage of their financial journeys," he stated.

Keynote Speakers and Insights

Attendees can expect to hear from notable keynote speakers, including Chris Todd and Dana D’Auria, CFA, Co-Chief Investment Officer at Envestnet Solutions. These thought leaders will share insights that are shaping the future of wealth management and explore how Adaptive WealthTech can be leveraged to unlock new growth opportunities for financial advisors.

Interactive Learning Opportunities

In addition to keynote speeches, the event will offer hands-on demonstrations and sessions tailored to help participants maximize their use of Envestnet's technology. Advisors will learn practical skills that can directly translate into enhanced service delivery and increased productivity. The event caters to a variety of educational needs, including pre-conference training sessions like Tamarac University and the MoneyGuide Training Hub, designed for both new and experienced users of the Envestnet platform.

Tamarac University focuses on vital platform skills such as trading, reporting, and managing accounts, providing a thorough grounding in the foundational elements of using the platform effectively. The MoneyGuide Training Hub discusses comprehensive goal-based financial planning, illustrating strategies like income distribution, tax planning, and protection strategies that empower advisors to foster meaningful client interactions and motivate actionable outcomes.

Fostering Inclusion in Wealth Management

Envestnet Elevate 2026 will also be home to the Women’s Forum, a closed event dedicated to promoting diversity within the wealth management field. This initiative aims to inspire and elevate the presence of women in this male-dominated industry, facilitating discussions around attracting, empowering, and retaining female talent.

Networking and Collaboration

Aside from valuable educational experiences, Envestnet Elevate 2026 will provide ample networking opportunities. This gives attendees a chance to connect with likeminded professionals, fostering collaboration and discussion on best practices in delivering personalized advice. The interactions among various broker-dealers, RIAs, and advisors will create an environment ripe for sharing experiences and innovative strategies.

Conclusion

Envestnet Elevate 2026 is set to be an exceptional event that not only educates but also inspires wealth management professionals. As we adapt to the ever-evolving landscape of financial advisory services, gatherings like these play a vital role in shaping the future of the industry. Don’t miss out on the chance to be part of this transformative experience. Register today for complimentary access and lay the groundwork for your practice’s success in the future. For more details and to register, please visit www.envestnet.com.

Stay connected with Envestnet on LinkedIn and X (formerly Twitter) for the latest updates leading up to the event. Embrace the future of wealth management at Envestnet Elevate 2026.