Envestnet Congratulates Dana D’Auria, CFA on Winning ThinkAdvisor Luminary Award as 2024 Thought Leader of the Year

Envestnet Congratulates Dana D'Auria, CFA on Winning ThinkAdvisor Luminary Award as 2024 Thought Leader of the Year

Co-CIO & Group President-a Noted Advocate for Personalization at Scale-Honored for Industry Thought Leadership at Awards Gala in Las Vegas

BERWYN, Pa., January 9, 2025-Envestnet proudly announces that Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions, was named Thought Leader of the Year at the 2024 ThinkAdvisor Luminaries Awards Gala at the Fontainebleau in Las Vegas on December 11. She accepted the accolade, decided upon by a panel of independent judges who are leaders in the financial services industry, in person.

The annual ThinkAdvisor Luminaries highlight firms and individuals in the financial services industry who have demonstrated exemplary leadership, groundbreaking innovation, and outstanding community impact. Envestnet was also a finalist in three other categories this year-the Firm Award for Innovation in TAMPs and Model Marketplaces, the Firm Award for Fintech Thought Leadership and Education, and the Retirement Income Firm Award for Innovation. For more information, please visit https://event.thinkadvisor.com/luminaries-awards/6170337.

Ms. D'Auria spearheaded the deepening of Envestnet's relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors-some of the world's largest asset managers-to build personalized high-net-worth (HNW) investment strategies for aligning clients' specific risk tolerances and financial goals, and deliver them at scale to the 111,000 financial advisors on the Envestnet platform.

"I am honored to be recognized by my peers in the financial services industry for championing personalization at scale," said Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions. "Envestnet's dedication to advisors and their clients is at the heart of everything we do, all year long. We will continue to find new ways for advisors throughout the industry to deliver customized solutions that can improve their clients' financial wellbeing."

The 2024 ThinkAdvisor Luminaries awards are awarded to firms and individuals from across the financial services industry that demonstrate exemplary leadership, groundbreaking innovation, and outstanding community impact. Neither Envestnet nor its affiliates paid any fees to be considered, and these awards are not indicative of any Envestnet product or strategy's future performance. Some individuals on the Luminaries judging panel are employees of Envestnet clients. The awards were granted in December 2024 with evaluation based on the last 12-18 months.

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 more than $6.5 trillion in platform assets-more than 111,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs-thousands of companies depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 9/30/24.

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

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Laura Simpson | JConnelly for Envestnet

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