Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

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Envestnet Announces Chris Todd as Chief Executive Officer
Transformational leader to drive innovation, enhance client experience, and accelerate growth
Bain Capital Completes Acquisition of Envestnet
Transaction supports industry-leading wealth technology platform's next chapter as a private company
Envestnet launches personalized investment strategies.
Envestnet is partnering with some of the largest asset managers in the world.
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Using an ecosystem of solutions, intelligence, and technologies

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

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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