Envestnet

Innovative technology for the future of wealth management

Financial planner in Denver, CO (show on map)

3.0

★★★☆☆

4 reviews

Envestnet is a wealth management technology platform provider offering financial planning, wealth solutions, and data analytics for advisors and financial institutions.

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About

Envestnet is a leading provider of wealth management technology, offering an intelligent financial wellness ecosystem that includes wealth management platform, financial planning tools, and data solutions. Their platform serves over 110,000 advisors and manages $6.2T in assets on platform, supporting 48 of the 50 largest wealth management and brokerage firms.

$6.2T assets on platform

Over 110,000 advisors served

48 of 50 largest wealth management firms

500+ asset manager relationships

Leading wealthtech innovator for 20+ years

Services

Wealth Management Platform

A fully configurable suite of wealth technology including Planning, Trading, Reporting, Proposal, CRM, Client Portal, and Billing.

Financial planning Trading Reporting Proposal generation CRM Client portal Billing

Financial Planning

Empower clients to make their dreams a reality through ongoing collaboration and realistic expectation setting.

Prospecting and lead generation Micro planning Lifetime planning Retirement distribution Estate and legacy planning

Wealth Solutions

Expand client offerings through APM to Managed Solutions supporting portfolio management strategies.

High-net-worth consulting Direct indexing ETFs Model portfolios Sustainable investing Tax management Workplace solutions

Data Solutions

Transform data into actionable insights with data aggregation, business intelligence, and decision intelligence.

Data aggregation Business intelligence Decision intelligence 19K+ data sources 400M+ linked consumer accounts

Bank Data Platform

Insights and intelligence to help banks gain competitive advantage, grow, and innovate.

Data aggregation Account verification Insights and intelligence Digital offerings

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is Envestnet? +

Envestnet is a wealth management technology platform provider offering an intelligent financial wellness ecosystem that helps advisors deliver financial wellness to more people through technology, intelligence, and solutions.

How many advisors does Envestnet serve? +

Envestnet serves over 110,000 advisors and supports 48 of the 50 largest wealth management and brokerage firms.

What is the scale of Envestnet's platform? +

Envestnet has $6.2T assets on platform, 400M+ linked consumer accounts, and serves 500+ asset managers.

What brands does Envestnet have? +

Envestnet's brands include Envestnet | PMC, Envestnet | Tamarac, and Envestnet | MoneyGuide.