A Better Way to Manage Wealth

The tools, products, and expertise that empower you to conquer complexity and drive success.

Expertise for an Advisory Edge

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

Unmatched Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

Integrated Financial Management

Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.

Performance Reporting

Create customized, branded, and easy-to-read reports that can incorporate data from hundreds of sources.

  • Envestnet @ENVintel
    “However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill
    14 hours 2 min ago
Envestnet Completes Acquisition of Yodlee “ We warmly welcome the Yodlee team to the Envestnet family” – Jud Bergman, Chairman and CEO of Envestnet Read More