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About Envestnet

Envestnet’s mission is to transform wealth management for the benefit of investors and the advisors who serve them. Envestnet empowers financial advisors to deliver excellence in wealth management—to improve client outcomes and to run advisory practices more effectively.

Envestnet's core capabilities not only as a technology provider for wealth management but also as consultants for advisory best practices help advisors deepen and strengthen their client relationships. Our breadth of investment solutions, network of intelligence through data aggregation and analytics, and open architecture design allow advisors to truly deliver on their promise to add value.

Empowering The Essential Advisor

Envestnet believes that the essential advisor for today and in the future will be one that leverages the best technology to deliver the desired level of personal attention to each client, big or small, as they continue to scale their practices. 

Since 1999, Envestnet has grown into one of the largest providers of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success.

Envestnet was founded to level the playing field for independent advisors, giving all advisors the same access, tools, and support—research, analytics, advice, and products—that previously were available only to the institutional community. Envestnet helps advisors conquer the complexity of wealth management with our complete, integrated platform.

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