@envestnet.com
Envestnet is a leading provider of technology-enabled investment and practice management solutions to financial advisors.
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About
Description
Envestnet is a brand that offers a connected ecosystem of solutions, intelligence, and technologies that aim to connect people's daily lives with their long-term goals. They are dedicated to equipping advisors with the tools and resources needed to deliver impactful financial advice to their clients, ensuring that everybody deserves financial wellness. Envestnet is fully vested in this mission. Envestnet's ecosystem includes a range of interconnected solutions such as trading, proposal/risk assessment, prospecting, estate and legacy planning, direct indexing, tax management, data aggregation, and data enrichment. These solutions are designed for the future of financial advice, enabling asset managers, RIAs (Registered Investment Advisors), financial institutions, and financial professionals to enhance their expertise, supercharge growth, drive scalable growth, and simplify practice management. Envestnet's comprehensive platform provides access to investment options, modern trading tools, reporting capabilities, investment administration tools, and holistic solutions that enhance the client experience. They understand the importance of staying ahead in the ever-evolving world of finance, and their brand is focused on empowering their clients to achieve their financial goals while deepening client relationships.
Company Type
Public Company
Company Size
1001-5000
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