ACE in the News

Press & Media

October 25, 2023


Advisor Credit Exchange Announces New Executive Leadership Appointments

ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development

“Having had the privilage to work closely with ACE over the past year, I am inspired by the innovation that defines this organization,” said Mr. Connellan. "We look forward to expanding our strategic relationships, enhancing our consultative services, and taking ACE to the next level."

Press Releases

ACE Throughout the Years

June 28, 2023

When Banks Dial Back Lending: Weatlth Managers Have Solutions to Fill the Gap

May 4, 2023

Here’s Why Lending Products Belong in Client Portfolios

May 12, 2023

ACE Enhances Signature Loan Offering, Giving Advisors Even Greater Confidence in Their Credit Capabilities

June 8, 2021

ACx-Powered Exchange Launches Access to Residential Real Estate & Unsecured Consumer Loans

August 25, 2020

Envestnet Adds Access to Bancorp's Automated Securities-Backed Loans

December 18, 2020

Why Financial Advisors Should Consider Becoming 'Financing Advisors'

May 6, 2020

Managing Credit As Strategically as Investments

March 30, 2020

How Financial Advisors Can Help Clients Manage What They Owe in Addition to What They Own

February 6, 2020

Envestnet's Comprehensive Lending Solution: A Path to Providing Unified Advice

January 7, 2020

Envestnet Adds Lenders to Its Credit Exchange Platform

January 7, 2020

Envestnet Credit Exchange Adds TD Bank; Lightstream, a Division of SunTrust; Nationwide; and First Citizen's Bank

January 6, 2020

Envestnet Adds Lenders to Credit Exchange Platform

January 6, 2020

TD Bank and Nationwide Join Envestnet Credit Exchange

October 16, 2019

Can Envestnet's Credit Exchange Compete With Online Lenders?

August 6, 2019

Envestnet Loan Portal Just Weeks From Full Deployment

May 2, 2019


April 24, 2019

ACE Conducts Workshop at Envestnet's 2019 Annual Summit

The ACE platform puts a broad choice of cash and credit products from high quality solution providers at an advisor's fingertips.

Advisor Credit Exchange

1000 Chesterbrook Blvd., Suite 125

Berwyn, PA 19312