Envestnet Elevate May 19, 2026 TO May 21, 2026 | Phoenix Envestnet Elevate will take place in Phoenix, AZ on May 19-20. It is one of the only live events bringing together financial advisors and RIAs, broker-dealers, asset managers, and enterprises into the same space to discuss how wealth management technology can revolutionize practices, clients, […]
Wealthtech provider Orion announced Denali AI this week, the company’s new enterprise intelligence platform that will power what the company is referring to as its AI-first ecosystem, when it is fully available. For now, the technology remains in beta with select Orion advisory firm clients. Broad availability is expected sometime in 2026 at which time
WealthTech News from Orion, Envestnet, SS&C, Boosted.ai Read More »
Envestnet (and former subsidiary Yodlee) erred in destroying evidence that might have boosted allegations in an ongoing lawsuit against the firm by a former fintech partner, according to a court order. According to the latest development in the case between FinancialApps vs. Envestnet and subsidiary Yodlee, a Delaware court appointee surmised that Envestnet didn’t preserve
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