Envestnet Elevate 2025

April 9-10, 2025 · Las Vegas, NV

Elevate is Envestnet's conference for the advisors and firms on its platform. Envestnet occupies an unusual position in the industry — part TAMP, part portfolio management and reporting infrastructure, part data business — and Elevate is where those pieces get presented as a single roadmap.

Who attends

Advisors and firms using Envestnet across the RIA, broker-dealer and enterprise channels, along with home-office technology and operations leaders and the asset managers whose strategies sit on the platform.

What it covered

• Envestnet platform roadmap across advisory, reporting and data

• Portfolio construction and manager research

• Financial planning and data aggregation

• Practice growth and advisor productivity

Why platform depth sharpens the integration question

A broad platform covers a great deal of a firm's needs, which can make the remaining gaps easier to ignore and harder to fix. Firms still run a CRM the platform does not own, still custody in more than one place, and still carry systems inherited through acquisition. The question is rarely whether the platform is good — it is whether a firm can get one reliable view across the platform and everything sitting outside it.

Milemarker is the data infrastructure layer for wealth management, connecting platform, custodial and third-party data across 130+ systems.

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