Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.

Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers (“RIAs”). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.

More than 103,000 advisors and more than 4,900 companies including: 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.

For more information, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.

Social Media Disclosure: www.envestnet.com/social-media-disclosure

Privacy Policy: https://www.envestnet.com/privacy

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A better way to manage assets
The tools, products, and expertise that empower you to conquer complexity and drive success.
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Transform data into actionable insights and uncover practice and portfolio trends and business advantages.
Envestnet @ENVintel
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Developing the Roadmap
Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.
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Extensive Investment Access
Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.
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Executing and
Managing Your Strategy
Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.
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Ongoing Monitoring
and Comprehensive Reporting
Create customized, branded, and easy-to-read reports that can incorporate data from hundreds of sources.
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Transforming Data into Actionable Insights
Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages.
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Envestnet @ENVintel
By now, most funds have reported their capital gains. Evaluating potential impacts to your clients’ portfolios and… https://t.co/1aBCdspMp1
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Does Unified Technology Matter? Learn how advanced integration can address many of the business and practice management challenges you face. View Infographic
In helping people live an intelligent financial life ™.
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Tamarac provides the most comprehensive technology solution for independent RIAs, with the expertise and staff to support your firm every step of the way.
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Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.
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PMC provides best-in-Class solutions to streamline investment management.
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MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.
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Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.
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Building the Financial Wellness Network
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