Envestnet helps advisors deliver financial wellness to more people

Envestnet is Fully Vested™ in connecting people's daily lives with their long-term goals.

1U.S. factors performance Q2 2023on hover right arrow
2Reaching younger generationson hover right arrow
3What investors are facingon hover right arrow
Relative performance was narrower this quarter
Nearly all factors posted losses relative to the market capitalization benchmark.
There's opportunity amidst the Great Wealth Transfer
Young adults who feel secure in their financial skills may be better prepared for their inheritance.
A look at market headwinds with BlackRock’s Mark Wiedman
All the elements we discuss shine a spotlight on portfolio construction.
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Using an ecosystem of solutions, intelligence, and technologies

Explore the Ecosystem
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To make their money more powerful

IntroducingThe Intelligent Financial Life™

Make It a Reality

Explore the interconnected solutions that bring it all together
Designed for the future of financial advice
Asset Managers

Get access to investment options and a full range of tools for modern trading, reporting, and investment administration.

 Enhance Your Expertise
RIAs

Supercharge the growth of your practice while making financial wellness possible for your clients, from one integrated platform.

 Empower Your Practice
Financial Institutions

Drive scalable growth with next-generation technology, data breadth, and holistic solutions that enhance the client experience.

 Modernize Money Management
Financial Professionals

Simplify practice management with technology so you can focus on what matters most: your clients.

 Deepen Client Relationships