A better way to manage assets

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

Developing the Roadmap

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

Extensive Investment Access

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

Executing and
Managing Your Strategy

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

Ongoing Monitoring
and Comprehensive Reporting

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

Transforming Data into Actionable Insights

Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages.

Does Unified Technology Matter? Learn how advanced integration can address many of the business and practice management challenges you face. View Infographic
The Power of Unified Advice
Our unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people.
Better intelligence.Better financial outcomes.Better lives.
A new way to experience the Advisor Summit.
Things happen. Plans change. Join us for a new Advisor Summit where you can control your experience.
Building the Financial Wellness Network
Total platform assets
Investor Accounts
Data Sources
Data as of March 31, 2020.
Includes accounts/assets under management, administration, and subscription arrangements.
In the News
Personalized and Frequent Contact Is What Clients Want Now
July 27, 2020
Use this time to expand your footprint, excel in digital tools and have empathy toward your clients, Envestnet experts advised.
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Press Release
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
July 15, 2020
Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
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Press Release
Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development
July 22, 2020
Envestnet, Inc. (NYSE: ENV) announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap.
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Press Release
Envestnet Launches 2020 Advisor Summit On-Demand
June 25, 2020
Envestnet, Inc. (NYSE: ENV) announced today the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet's unified platform to provide essential advice.
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Blog Post
Current Events May Pull Impact Investing Into The Mainstream
July 13, 2020
How a company reacts to a crisis and uses its voice to address social issues have become key factors in impact investing. And, it’s difficult to think of another point in time when there has been such a singular focus on companies attempting to do the right thing by all their stakeholders—investors, employees, customers, and local communities—while also struggling through an economic shutdown.
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Blog Post
3 Ways We Can Shape the Future of Financial Literacy And Education
July 7, 2020
As chairman of Envestnet Institute On Campus (EIOC), I am fortunate to interact with students, spending time on college campuses, holding virtual seminars, and providing one-on-one counseling. In my conversations with students and young adults during this trying time, I find they are struggling to figure out their next moves, contemplating the changing conditions on college campuses, and facing heightened financial insecurities.
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Blog Post
Advisor Summit On-Demand Featuring: Envestnet | MoneyGuide
June 30, 2020
The real value of Advisor Summit lies in the sense of community and connection it fosters, while delivering advice, technology, data, insights, and expertise from across the industry. We felt a responsibility to find a way to deliver that experience, and we’re excited to announce the launch of the 2020 Envestnet Advisor Summit On-Demand.
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Blog Post
Supporting Our Clients, Communities, and Team through a Global Pandemic
July 14, 2020
The pandemic is not over, and while we are not on the frontlines of the fight, the work we do is critical in helping millions of people on the path to financial wellness. We’ve been supporting our team, our clients, and our communities for 20 years, and we’ll continue to find innovative ways to do so.
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Blog Post
A Message from Bill Crager
June 3, 2020
These are days that will chronicle a dark time in America. We are navigating the silence of a virus that’s sweeping through our communities, infecting and killing people in shocking numbers, filling hospitals, and closing down our towns and cities. So far, 40+ million people have filed for unemployment and millions of businesses are teetering on the brink of survival. These past days, America’s silence has been shattered by a national outcry as we reckon, once again, with the devastating reality of injustice and inequality.
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Press Release
'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
May 26, 2020
Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs.
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Press Release
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
May 12, 2020
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients.
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Web Page
Post-Pandemic – How We Lead Our Clients Forward
May 7, 2020
History tells stories of triumph and failure, as well as natural and manmade calamities that redefine the time beyond them. We are living in one of those periods now. Life before was one way. Life during and after will be another.
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Press Release
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
May 5, 2020
Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration.
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