Celebrating our clients’ stories

We sat down with our clients and asked how they achieved success, their plans for the future, and how the Envestnet platform has helped their business. Here’s what they had to say.

Partnering with our clients

Envestnet clients have built successful businesses that help their clients manage their wealth and achieve their financial goals. We’re proud to invite our clients to tell their firm’s story and how Envestnet helped them with their wealth management technology.

LibertyFi, based in Birmingham, Alabama

How Alli Jordan of LibertyFi found success in an unlikely city and empowers advisors across the U.S. with the help of the Envestnet platform.

See the article

Park Avenue Securities, based in New York City, NY

The path to success: How Park Avenue Securities helps drive business for its associates through technology, teaming, and relationships, all with the help of Envestnet solutions.

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Osaic, based in Phoenix, AZ

Through partnership and growth, Osaic is leading the way for advisors to drive business and take advantage of key Envestnet technology.

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See how Envestnet can help grow your firm

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Disclosures

LibertyFi

The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this video is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

LibertyFi and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate LibertyFi for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by LibertyFi for their own advertising purposes, at their discretion and cost.

Park Avenue

Park Avenue Securities and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate Park Avenue Securities for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by Park Avenue Securities for their own advertising purposes, at their discretion and cost.

Osaic

Osaic and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate Osaic for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by Osaic for their own advertising purposes, at their discretion and cost.