Data & Analytics

Transform the way you uncover and act on growth opportunities through platforms that connect vast, enriched data sets, surface actionable insights, and enable dynamic experiences. 

Financial professionals gathered around a laptop reviewing actionable insights from data

Create opportunities for action by harnessing the most comprehensive data

For more than 20 years, we’ve broken down silos, integrated point solutions, and ultimately created one powerful ecosystem with the ability to transform 360° data into 360° intelligence.   Whether you’re an advisor helping clients meet retirement goals, a banking or technology firm developing innovative consumer experiences, or a research firm analyzing market trends, Envestnet’s ecosystem can help you drive business growth and deliver the Intelligent Financial Life™.  

One powerful ecosystem
Data Connectivity

Connects, enriches, and consolidates internal, external, and third-party data sets.

Intelligence & Insights

Empowers firms, banks, tech companies, and wealth managers - and ultimately investors and consumers - through actionable insights.

Personalized Experiences

Enables tailored experiences specific to the user, so you can offer customers personalized solutions that drive action - at scale.

Data Intelligence

Analytics & Insights

Embedded Experiences

Transform data into intelligence that drives actions and experiences

Act on intelligence that can boost productivity and performance

Engage consumers where they are for more meaningful experiences

Leverage a powerful platform tailored to your industry 

Purpose-built to enable financial providers across verticals to compete and grow, our industry-specific data platforms help you meet consumer expectations for innovation and service.



Retail and commercial banks, credit unions, and savings/loan associations can leverage an entire ecosystem of data, analytics, and experiences to transform challenges into growth opportunities.


Fintechs and technology companies of all sizes can onboard and grow their user bases, create embedded offerings, and provide tailored client experiences and personalized guidance.

Wealth Management

Bank/trust broker-dealers, asset management firms, IFAs, and RIAs can uncover new data-driven perspectives and unlock the unrealized value of data with this powerful tool for productivity and strategic growth.


Investment firms, merchants, and academics can use consumer spending trends, identify market insights, and surface opportunities for investment decisions.

By harnessing decades of financial data industry experience and ongoing investments in advanced data science, we’re ushering in a new era of intelligence

  • 400M+ linked consumer accounts
  • 5.4Ttotal platform assets
  • 18.9+investor accounts
  • 18k~data sources
  • 16/20 largest U.S. banks
  • 42M+paid users
Metrics as of December 31, 2023.
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Let’s discuss how Envestnet Data & Analytics offerings can support your business with quality data aggregation and enrichment, analytics and insights, and embedded experiences—and empower you to deliver the Intelligent Financial Life for your clients.