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Envestnet Elevate 2026: Envestnet Unveils AI Strategy Purpose-built for the Future of Advice
Envestnet will open the Elevate 2026 event on May 19th at the Phoenix Convention Center, revealing its AI strategy designed to improve the advisor experience across key workflows and enterprise-wide functions.
Envestnet will demonstrate how AI is embedded throughout its platform to help advisors work with greater clarity, speed, and personalized service at scale.
Chris Todd, CEO of Envestnet, stated that AI is intentionally embedded across the platform as a unified system that orchestrates workflows and delivers personalized insights for advisors.
Thousands of wealth management professionals are expected to attend Elevate 2026 to learn about Envestnet's AI-powered capabilities and explore the interactive AI Hub exhibit.