Envestnet Elevate is one of the most important WealthTech events of the year. As Envestnet's flagship conference, Elevate brings together thousands of financial advisors, technology leaders, home office executives, and platform partners to explore the future of integrated wealth management.

What to expect at Elevate 2026

Elevate focuses on how technology, data, and unified platforms are transforming the way advisors serve clients and firms operate. Sessions cover platform strategy, AI implementation, data-driven practice management, portfolio construction, and the evolving advisor technology landscape. Attendees range from independent RIA leaders to enterprise home office decision-makers — CTOs, COOs, and operations leaders who are evaluating their firm's technology infrastructure.

Why Our data infrastructure platform connects to Envestnet alongside 130+ other systems that wealth management firms use every day — CRMs, custodians, portfolio management tools, financial planning software, and more.

At Elevate, Milemarker's approach is vendor-agnostic: we connect, normalize, and govern your data regardless of which platforms you use.

Want to schedule a conversation at Elevate? Reach out to the Milemarker team — we'll find time to connect in Phoenix.