Envestnet helps advisors deliver financial wellness to more people

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

Celebrating what connects us
Join us in Phoenix for our flagship event for advisors, RIAs, enterprises, and fintech pros!
Unlocking the Needs of Today's Affluent Investors
Study unveils insights for advisors navigating generational differences of affluent investors.
There's opportunity amidst the Great Wealth Transfer
Young adults who feel secure in their financial skills may be better prepared for their inheritance.
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Using an ecosystem of solutions, intelligence, and technologies

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To make their money more powerful

IntroducingThe Intelligent Financial Life™

Make It a Reality