Envestnet
Envestnet is a leading provider of wealth management technology and services, supporting over 1,300 independent RIA firms and managing assets worth over $5.8 trillion.
Annual Event: Envestnet Elevate
Envestnet hosts an annual flagship event known as Envestnet Elevate. This event is designed for advisors, RIAs, enterprises, and fintech professionals. Envestnet Elevate serves as a platform to bring together industry leaders and professionals to share insights, trends, and strategies that are pertinent to advancing financial wellness and technology in the financial sector.
Services Offered by Envestnet
Envestnet provides a wide range of services tailored to enhance financial wellness and drive business growth. These services include trading, proposal/risk assessment, prospecting, estate and legacy planning, direct indexing, and tax management. Envestnet also specializes in data aggregation and data enrichment, offering comprehensive solutions that integrate seamlessly into clients' existing systems to support effective decision-making.
Wealth Management Technology
Envestnet offers leading wealth management technology designed to accelerate business growth. This technology integrates industry-leading tools to enhance financial planning, portfolio management, and client engagement. By leveraging this technology, financial advisors and firms can provide sophisticated and customizable financial solutions to their clients, ultimately driving better financial outcomes.
Data & Analytics Solutions
Envestnet utilizes advanced data and analytics solutions to unlock growth opportunities. Their platforms are designed to connect disparate data sets, surface actionable insights, and enable dynamic, data-driven experiences. This data-centric approach helps clients transform their operations and strategies, leading to enhanced financial performance and client satisfaction.
Support for Independent RIA Firms
Envestnet supports over 1,300 independent RIA firms that collectively manage over $5.8 trillion in assets. Through its robust ecosystem of technologies, intelligence, and solutions, Envestnet empowers these firms to optimize their operations, deliver superior client services, and achieve financial growth. The company's integrative approach ensures that RIA firms have access to the tools and resources necessary to thrive in the competitive financial landscape.