Benefits of Unified Technology

The Effects of Advanced Integration

The Envestnet Difference

Addressing Your Challenges

As our industry evolves—and the financial markets become more complex—Envestnet employs innovative technology coupled with personalized investment intelligence to provide truly client-focused wealth management. We understand the challenges you face and our intelligent systems for wealth management and financial wellness work to advance, streamline, and scale your business.

A Partner You Can Trust

Envestnet is a leading provider of intelligent systems for wealth management and financial wellness. We uniquely provide a financial network connecting software, services, and data to deliver better intelligence that drives better outcomes. Our network includes:


16 of the 20 largest U.S. banks


39 of the 50 largest wealth management and brokerage firms


More than 500 of the largest RIAs

FinTech Firms

More than 500 Internet services companies

Asset Managers

92 of the top 100 SMA Managers

For more information about how unified technology can help your firm, visit