Cathie Wood Sends Blunt 3-Word Message On Stock Outlook In 2026

At Elevate 2025, new CEO Chris Todd outlined a focused and tech-driven vision for Envestnet’s future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion through “build, partner, buy” analysis, and platform enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

At Elevate 2025, Envestnet's new CEO Chris Todd outlined a focused and tech-driven vision for the platform's future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion and enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

Here’s what you need to know to surround yourself with the right estate planning team. Your decision to embrace estate planning starts with your passion for protecting your clients' families. That’s why it’s important to have a heart-to-heart conversation with everyone about your values and vision for the future.