Jonathan Linstra, Chief Growth Officer of Envestnet, joined Julie Cooling, Founder and CEO of RIA Channel, at Envestnet Elevate 2026 to discuss how the firm is helping advisors drive growth.
As advisors navigate increasingly complex investment markets and rising client expectations, Linstra notes that the growing demands on advisors’ time can make business growth more challenging. He explains that Envestnet’s platform can help advisors unlock additional capacity by streamlining investment management and workflows, allowing them to spend more time strengthening client relationships, addressing complex planning needs, and ultimately growing their businesses.
To support advisor growth, Linstra points to Envestnet’s continued investment in technology, an expanded alternatives offering, and decision intelligence capabilities. Leveraging data from more than $7 trillion in platform assets, 22 million accounts, and 300 million trades, the firm delivers personalized, tailored insights that help advisors hold meaningful client conversations while reducing the time spent gathering information. Linstra adds that AI is embedded throughout Envestnet’s platform rather than functioning as a standalone tool, with robust governance and data security helping ensure responsible AI adoption.
WEBCAST – Building a Growth-Ready RIA: Evaluating Your Technology Stack and Operating Model
As RIAs look to scale, technology plays a critical role in driving efficiency, capacity, and growth. Join Envestnet and Datos Insights for a discussion on the trends reshaping today’s RIA landscape, common operational challenges, and key considerations for evaluating your technology stack.
You’ll learn how leading firms are identifying technology gaps, modernizing their infrastructure, and building scalable operating models that support long-term growth. We’ll also demonstrate how Tamarac helps firms connect portfolio management, trading, reporting, CRM workflows, and client experience tools within a unified ecosystem.
Key takeaways include:
- Trends reshaping the RIA industry
- Common operational and technology challenges—and how firms are addressing them
- A framework for evaluating and modernizing your technology stack
- Best practices for building a scalable operating model
- A look at Tamarac’s integrated platform in action
Whether you’re exploring new technology or benchmarking your current approach, you’ll leave with practical insights to help position your firm for future growth.
Accepted for 1 CFP / IWI / CFA CE Credit