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Envestnet Launches Inside WealthTech

In a significant move to redefine the landscape of wealth management, Envestnet has recently introduced a new video series titled Inside WealthTech. This exciting initiative aims to provide a platform for in-depth discussions and interviews with industry innovators and leaders, shedding light on the trends driving change within the WealthTech space.

A Closer Look at WealthTech Innovation

The series focuses on engaging dialogues that explore the evolving nature of wealth management. It showcases insights from prominent figures in the industry, addressing the biggest challenges advisors and financial institutions face today. By fostering conversations around these themes, Envestnet aims to equip wealth managers and advisors with the tools they need to meet clients' evolving expectations.

Featured Interviews

The first six episodes of Inside WealthTech were filmed at the Future Proof Festival, held in Huntington Beach, California, from September 7-10, 2025. Each episode features valuable perspectives from thought leaders, some of whom include:

• - Yasmine Kacha, Head of Strategic Partnerships at Pontera, who discusses how to help financial advisors effectively manage their clients' 401(k)s and retirement accounts held elsewhere.
• - Marla Sofer, Founder and CEO of Knomee, who shares insights on leveraging behavioral finance platforms to enhance client discovery and improve financial wellness.
• - Judah Schulman, Managing Director at CAIS, talks about expanding access to alternative strategies in wealth management through improved education and technology.
• - Mike Doniger, Senior Vice President at iCapital, discusses how advisors can gain streamlined access to private assets within the wealth ecosystem.
• - Patrick Krulik, Head of Investments at IMA Advisory Services, who elaborates on investment strategies and portfolio management.
• - Ian Karnell, Founder and CEO of VastAdvisor.ai, who is at the forefront of utilizing AI tools for driving organic growth in Registered Investment Advisors (RIAs).

These interviews aim to inspire advisors to adapt and innovate as they navigate the complexities of wealth management in the coming years.

Upcoming Episodes

The series does not stop with just six episodes. More interviews are already in the pipeline, featuring leading professionals in the field, such as:

• - Dustin Courts, Director of Business Development at Brighton Jones. He aims to lead his firm's expansion in providing personal CFO services tailored to clients' needs.
• - Brooke Deese, Director of Growth Partnerships at Practifi, focuses on how technology can enhance advisor-client relationships and scale operations.
• - Tyler Resh, Chief Growth Officer at SteelPeak Wealth, discusses strategic business growth initiatives and marketing for RIAs.

The Vision Behind Inside WealthTech

Blake Wood, Envestnet's Head of Platform Strategy, articulates the vision for Inside WealthTech: "This series is about connecting innovation with impact. It provides advisors with a front-row seat to those driving transformation within the wealth management industry. By focusing on actionable insights, we hope to help firms and advisors seize opportunities in a rapidly changing environment."

This initiative of Envestnet underscores its commitment to supporting advisors in navigating the complexities of financial landscapes, ultimately leading to better client outcomes.

About Envestnet

Envestnet is at the vanguard of Adaptive WealthTech, providing tools and insights that drive excellence in financial advising. With over 25 years of experience and managing assets totaling $7 trillion, Envestnet is a trusted partner for multiple financial institutions, including banks and wealth managers. Their focus is on empowering advisors to make informed decisions throughout their clients' financial journeys.

To stay updated on this innovative offering and explore how Envestnet is shaping the future of financial advice, interested parties can visit their official website at www.envestnet.com. Connect with them for continuous insights through LinkedIn and X (formerly Twitter).

Inside WealthTech is an exciting addition for those seeking to enrich their understanding of the WealthTech sector and gain first-hand knowledge from industry pioneers. As wealth management continues to evolve, platforms like Inside WealthTech might very well be the key to unlocking growth and success for financial advisors everywhere.