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Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.…

WealthTechFinancial ServicesSaaSFintech
Company overview

About Envestnet

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Purpose

Mission and direction

Envestnet is a WealthTech company that provides technology, insights, solutions, and support to help financial advisors make better decisions across the full financial life of their clients. The company powers wealth management firms, banks, brokerages, and RIAs with tools that improve advice delivery, operational efficiency, and client outcomes.

How they work

Company values

  • Client-first
  • Innovation
  • Collaboration
  • Accountability
  • Operational excellence
  • Trust
  • Continuous improvement
  • Inclusion