Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

1Press Releaseon hover right arrow
2Press Releaseon hover right arrow
3Press Releaseon hover right arrow
Envestnet, Inc. Announces Definitive Agreement to Sell Yodlee, Inc. to STG
Under STG, Yodlee is positioned for accelerated growth and continued support of its clients.
Envestnet Unveils 2025-2026
Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized and At Scale
Envestnet Announces Chris Todd as Chief Executive Officer
Transformational leader to drive innovation, enhance client experience, and accelerate growth
First title-background-image First title-background-image First title-background-image

Using an ecosystem of solutions, intelligence, and technologies

Explore the Ecosystem
ENV_Test

Hear from Envestnet customers

We’re proud to invite our clients to tell their firm’s story and how Envestnet helped them with their wealth management technology.

Learn more

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