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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

Jud Memoriam

In Memoriam
Jud BergmanChairman and Chief Executive Officer
(1957-2019)
It is with immeasurable sadness that we share the news that Jud Bergman, our Chairman and Chief Executive Officer, passed away as the result of a terrible car accident on Thursday, Oct. 3. His wife, Mary Miller, also sadly perished in this tragedy. As Envestnet’s founder, Jud was a remarkable leader whose vision, brilliance and drive built the foundation for Envestnet’s success.

Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he always understood there was an important role for the human advisor—it was the combination of technology and the human advisor that provided the best result for the investor. As the industry evolved, Jud’s vision grew, but he was always focused on the end result for the investor, which was enhancing financial wellness and helping advisors drive better financial outcomes and improve lives.

We extend our most heartfelt condolences to Jud and Mary’s family. Our thoughts are with them at this most difficult time. Jud’s spirit will forever be the foundation of Envestnet.