Industry-Acclaimed WealthTech Conference Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders To Drive the Future of Wealth Management in Las Vegas on April 9-10, 2025
BERWYN, Pa., March 18, 2025 /PRNewswire/ -- Envestnet has unveiled the accomplished keynote speakers who will be addressing thousands of attendees at Envestnet Elevate 2025, taking place on April 9-10, 2025 at the Venetian Resort Las Vegas in Las Vegas, NV.
Register now to attend Envestnet Elevate 2025.
"Envestnet Elevate has set the industry standard, bringing together advisors, home offices and partners to unlock the full potential of their business through cutting edge technology, tools and professional advice. Attendees will leave with practical strategies to deliver advice that is more holistic, and ways to differentiate their practice to better serve the needs of high-net-worth clients," said Envestnet CEO Chris Todd. "This year's lineup of keynote speakers are experts in business growth, delivering exceptional client experiences, leadership and developing a champion mindset. Alongside executives from across Envestnet, they will provide invaluable insights to help attendees thrive in today's competitive landscape."
Envestnet Elevate 2025 Keynote Speakers Include:
- Katty Kay, noted journalist who serves as U.S. Special Correspondent for BBC News, Contributor to MSNBC, and Host of the podcast The Rest Is Politics U.S. She is also co-author of the New York Times Bestselling books The Confidence Code: The Science and Art of Self-Assurance—What Women Should Know and Womenomics. Opening the conference on Wednesday, April 9 at 8:30 a.m. PDT, Ms. Kay will interview Envestnet CEO Chris Todd on stage about what the future holds, and how advisors can help their clients and their practices stay one step ahead.
- Allistair McCaw, one of the leading figures in leadership, team culture, and mindset, and a five-time duathlon world champion. He is an author of eight bestselling books on optimizing individual and group potential, including Habits That Make A Champion and Champion Minded: An Athlete's Guide to Achieving Excellence in Sports and Life. Mr. McCaw is also a sought-after consultant on leadership by many corporations, professional sports teams, college and university athletic programs, and more. He will be speaking on Thursday, April 10 at 4:15 p.m. PDT.
- Dennis Moseley Williams, a strategic consultant and coach dedicated to helping business owners build a sense of belonging, create a cult-like following, increase revenue, and save marketing dollars. He works with entrepreneurs to shift their thinking so they can see the world differently, and make a dent in it. Mr. Williams is scheduled to speak on Thursday, April 10 at 9:40 a.m. PDT.
Additionally, a very distinguished guest will deliver a special keynote address to close out the first day of the event on Wednesday, April 9 at 4:45 p.m. PDT.
Elevate 2025 Agenda Highlights
Serving High Net Worth Clients – Elevate features a jam-packed agenda to educate advisors about one of the industry's highest growth areas – serving and attracting high-net-worth (HNW) and ultra-high-net-worth clients.
Sessions will focus on strategies for tax overlay, financial planning, direct indexing, and advanced portfolio customization, including alternatives and options. Attendees are invited to attend a pre-conference workshop focused on developing a HNW practice management strategy, and strengthening their practices to attract, engage, and retain HNW clients.
RIA Spotlight – For RIAs, Elevate is more than a conference; it's an opportunity to learn actionable strategies, discover platform enhancements, and build relationships to propel business forward. Dedicated Tamarac sessions will provide a deep dive on the platform's trading, reporting, managed accounts and portfolio construction best practices and capabilities.
RIAs can glean insights from Envestnet "Super Users" who will provide tips and best practices for using the platform effectively. Pre-conference sessions include Tamarac University, a full-day training aimed at advisors who want to learn platform fundamentals along with deeper dives on trading, reporting, and managed accounts for advisors with existing experience on the platform. RIAs also won't want to miss an introduction to Envestnet's RIA Marketplace, a low-cost managed account program that can help evolve their business.
To view the complete Envestnet Elevate 2025 schedule, please visit https://www.envestnet.com/event/elevate/glance/.
Media Information
For members of the media (complimentary registration; lodging and transportation not included), please contact media@envestnet.com.
About Envestnet
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients.
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 (@ENVintel).
MEDIA CONTACTS:
Amy Norcini
Envestnet
amy.norcini@envestnet.com
Laura Simpson | JConnelly for Envestnet
envestnetpr@jconnelly.com
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SOURCE Envestnet
