Envestnet Elevate 2026: Nick Saban Announced as Keynote Speaker
Annual Conference, Scheduled for
As the premier wealth management event, Elevate 2026 is designed to help RIAs, advisors and home office leaders accelerate growth by equipping them to meet every moment – whether that's a trading decision, portfolio rebalance, performance report, or a client milestone like buying a home, funding college or preparing for retirement.
Register now for complimentary access to attend Envestnet Elevate 2026.
"In today's competitive and constantly evolving wealth management landscape, growth belongs to the firms that can meet every moment — both their own and their clients' — with clarity, confidence, and control," said
Envestnet Elevate 2026 Keynote Speaker:
Elevate 2026 Agenda Highlights
The jam-packed Elevate 2026 agenda designed to help advisors drive growth includes:
- Keynotes from Envestnet executive leadership
- 6 Thought-Provoking Panel Discussions
- 60+ Hours of Reporting & Trading Hands-On Training
- 6 Hours of CFP® and CIMA® Continuing Education (CE) Credit
- Extensive peer-networking opportunities
The 42+ Breakout Sessions throughout Elevate 2026 are organized into four tracks aligned with advisors' most important client and practice priorities:
- Scale, Efficiency, and Growth Through Unified Managed Account Technology
- Unlocking the Full Potential of Envestnet's WealthTech Platform
- Winning High-Net-Worth Clients: Strategies for Growth
- Adopting Practice Management Strategies and Understanding Industry Trends (which offers CE credits)
In addition, on
- High-Net-Worth Practice Management Workshop
- Tamarac User Group — a forum for feedback and peer discussion on Trading, Reporting, and CRM tools
- Tamarac University Express — receive hands-on training for Trading, Reporting, and CRM tools
- MoneyGuide User Group Workshop
From integrated managed account solutions and AI-powered intelligence to sophisticated trading tools and performance reporting, Elevate showcases how Envestnet's platform enables advisors to anticipate what's ahead, simplify complexity, and seize opportunity — strategically, operationally, and competitively.
For firms scaling their infrastructure and advisors navigating the unique needs of every client, Elevate is where Adaptive WealthTech becomes a lasting competitive advantage — transforming the ability to meet every moment into sustained growth.
The complete Envestnet Elevate 2026 schedule can be viewed at https://www.envestnet.com/event/elevate/glance/.
Sponsorship, Exhibitor & Media Information
Interested in becoming an Elevate 2026 sponsor or exhibitor? Learn more here.
About Envestnet
Envestnet is the leading Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and
For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (Envestnet_).
Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.
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SOURCE Envestnet
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