Envestnet

Analytics & Data, Founding Members, Wealth Management / Personal Finance

Envestnet

Envestnet® is a powerful partner to financial advisors. Since our beginnings in 1999, Envestnet has grown into a leading provider of wealth management solutions for financial advisors and institutions today. Our mission is to transform wealth management into a transparent, independent, objective, and fully-aligned standard of care. We empower your advisor to deliver better outcomes by providing the same access, tools, and support that were previously available only to the institutional community. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. We address your advisor’s front-, middle-, and back-office needs and offer enhanced financial technology that includes analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities. Through our technology-enabled, Web-based investment solutions and services, your advisor gains the flexibility to choose freely among a broad range of investment solutions, services, investment managers, and custodians to identify those that are most appropriate for you. Our leadership team, with decades of experience in the industry, understands the responsibilities and business needs of advisors. This ensures unusual clarity and vision in defining and delivering the products, technology, and services necessary to meet your growing expectations.