A Better Way to Manage Wealth

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success.


As a leader in the financial services industry, we are honored by the industry recognition for the services and solutions that we offer.

Our Vision

We are dedicated to transforming wealth management for the benefit of investors and the advisors who serve them.

Our History

Since our beginnings in 1999, Envestnet has grown into one of the largest providers of wealth management solutions to independent financial advisors today.

Press Room

As thought leaders in the industry, our executive team is often sought out by various financial media to comment on today's trends and happenings.

Our Leadership

The experienced financial professionals leading our firm bring unique clarity of vision to the business of helping independent advisors excel in wealth management.

Integration Partners

A number of industry participants have collaborated with Envestnet to set the standard for the breadth and depth of data, for the integration of workflows and trading, and for automation.