Envestnet Elevate is our annual pinnacle event that provides insights, training, and networking opportunities to help you elevate your practice. At this event and throughout the year, we are dedicated to helping you rise above the headwinds and go after your goals. After all, we’re all working toward the same future… empowering your clients to live an Intelligent Financial Life™.

Our biggest event of the year

Last year’s tentpole event brought together financial professionals, executives, and thought leaders from across the country to discover how connection can drive innovation. Watch the recap video at https://www.envestnet.com/event/elevate/.

Whether you’re an RIA or IBD, work at the home office, or identify as a fintech leader—there is something on the agenda for you. In April, attendees can expect to not only explore the breadth and depth of the Envestnet ecosystem, but also to hear from top thought leaders, participate in hands-on learning activities, and to connect with like-minded peers from across the country.

Personalize your experience

Our focus this year was on ensuring that our attendees maximize the value they get out of every session. Elevate is about you, not us. The Envestnet team has carefully programmed keynote and session content designed to help you elevate your practice.

We’re taking the guess work out of it. Explore the carefully-selected tracks designed specifically to fit you and your business needs. You can choose to follow a curated track designed with you in mind, or design your own experience by picking and choosing the sessions that you find the most interesting. Your path is completely up to you.

We understand that your needs differ from the professional sitting next to you – you may have different roles, different client profiles, different skill sets, and different resources. We do not believe in a one-size-fits-all experience. Despite expecting more than 2,000 attendees at Elevate this year, we expect each participant to have an experience that is uniquely their own, as they choose what they’d like to learn more about.

Why personalization matters

Just like a one-sized-fits-all approach is no longer the best way to plan a large industry event, it is also no longer the best way to serve your clients. Personalization is the future. Your clients expect their advisor to understand them, to carefully think about their unique needs, and to act accordingly.

By 2030, McKinsey & Company estimates that 80% of new wealth management clients will want to access advice in a Netflix-style model – that is, data-driven, personalized, continuous, and, potentially, by subscription.

At Envestnet, we’re not surprised. We’ve been watching the industry head in this direction for quite some time, which is why we’ve curated an ecosystem of solutions designed to help you provide personalized service to your clients… at scale. Just as each of our attendees will have a unique experience at Elevate this year, each of your clients should have a unique experience of working with you.

We are here to help you make that happen.

Register today

If you haven’t already registered, visit https://www.envestnet.com/event/elevate/ to secure your spot today.

For a deeper dive into the event agenda, including pre-conference sessions and special events, visit https://www.envestnet.com/event/elevate/agenda/. The website will be updated regularly during the weeks leading up to the event.

For live updates leading up to and during the event, make sure you are following us on social media, including Instagram, Twitter, and LinkedIn. We look forward to seeing you there!


The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

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