Financial Institutions

Drive scalable growth with technology, data, and holistic solutions that enhance the client experience.

financial institutions

16 of the 20 largest U.S. banks use Envestnet data

Via our ecosystem of technology, solutions, and intelligence, Envestnet enables financial institutions to increase efficiency while making the Intelligent Financial Life™ possible for their clients.    Envestnet is tailored to the needs of: Wealth management firms Banks and trust companies Credit unions

Explore the Ecosystem
Envestnet financial wellness ecosystem for financial institutions

Envestnet helps position your institution to deliver:


Enhanced Client Experience

By creating a 360° view of your clients’ finances, Envestnet uncovers insights, simplifies the big picture, and provides clients with clarity and confidence.


Greater Personalization

Using data-driven insights, Envestnet enables your institution to transform one-size-fits-all service into a personalized experience for each client.



Envestnet's custom report generation makes it easy for home offices to monitor the performance and product choices of individual advisors, including their proposal generations, sales, and redemptions.


Drive Revenue

Envestnet's financial wellness ecosystem helps surface opportunities for more holistic wealth solutions, better equipping you to provide actionable recommendations and be well positioned for revenue growth.


Efficiency at Scale

Focus on what matters: client relationships. Envestnet’s integrated system streamlines back-office tasks with intelligent automation.

Explore the solutions that power financial institutions

Let’s talk about how Envestnet can transform your business

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1As of December 31, 2023