BERWYN, PA — Envestnet has announced early registration for Envestnet Elevate 2025, set to take place on April 9-10, 2025, at the Venetian Resort in Las Vegas. The two-day event will focus on advancing wealth management practices, showcasing innovative technologies, and fostering industry collaboration.
Designed for financial advisors, RIAs, enterprises, and fintech professionals, Elevate 2025 promises a mix of educational sessions, hands-on training, and networking opportunities. Attendees can earn up to six hours of CFP and CIMA Continuing Education (CE) credits while gaining insights into trends shaping financial advice and platform optimization.
Molly Weiss, Group President of Envestnet Wealth Management Platform, emphasized the value of the event. “Looking ahead to 2025, we are excited to open registration for Envestnet Elevate. This event offers a unique opportunity to see our community come together, share insights, and build connections that drive real growth for advisors,” she said. Weiss added that sessions will focus on empowering advisors to enhance their practices and deliver personalized portfolios at scale.
The theme for this year’s event, “All In,” underscores Envestnet’s commitment to helping advisors expand partnerships, drive growth, and improve client outcomes. Key highlights include interactive tutorials on platform tools, thought-provoking keynote speeches, and the chance to connect with thousands of industry leaders.
To encourage team participation, Envestnet is offering an incentive for early registrants. Advisors or home office executives who purchase one ticket will receive five additional free tickets to invite colleagues—a move aimed at fostering broader collaboration within teams.
Recognized as a top industry conference by Investopedia, Kitces, and SmartAsset, Envestnet Elevate 2025 is set to provide attendees with actionable strategies for growing their businesses and navigating the evolving wealth management landscape.
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