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Envestnet Elevate

Envestnet Elevate 2026 logo
Envestnet Elevate

Phoenix, AZ

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Network, train, and discuss industry challenges, trends, and solutions.

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Envestnet Elevate

The Envestnet Elevate 2025 main stage with an advisor keynote speaker seated at the center, speaking into a microphone
The Envestnet Elevate 2025 main stage with an advisor keynote speaker seated at the center, speaking into a microphone

Envestnet Elevate is one of the only live events bringing together financial advisors and RIAs, broker-dealers, asset managers, and enterprises into the same space to discuss how wealth management technology can revolutionize our practices, our clients, and our industry. Elevate offers an exclusive mix of networking opportunities, training, and insights from top thought leaders, in a little over 2 days.

Join Pontera at Booth T-06 to discuss the future of retirement in fintech.

Antoine Hug headshot

Antoine Hug

Andrew Vogel headshot

Andrew Vogel

Eric Fitz-Randolph headshot

Eric Fitz-Randolph

Lindsay Mayrose headshot

Lindsay Mayrose

Maddie Hall headshot

Madison Hall

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350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.