Envestnet’s interconnected ecosystem of technology, intelligence, and solutions

Wealth Management Technology

Accelerate business growth by powering a more intelligent wealth management journey with interconnected industry-leading technology.

• CRM

• Planning

• Proposal/risk

• Portfolio management

• UMAs

• Wealth data

• Client portal

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Financial Planning

Empower clients of all ages and financial situations to make their dreams a reality by setting realistic expectations and discovering powerful answers to complex questions through ongoing collaboration.

• Prospecting & lead generation

• Micro planning

• Lifetime planning

• Retirement distribution

• Estate & legacy planning

• Support & training

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Wealth Solutions

Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.

• High-net-worth consulting

• Direct indexing

• ETFs

• Model portfolios

• Sustainable investing

• Tax management

• Workplace solutions

• Exchanges

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Data Solutions

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.

• Data aggregation

• Data enrichment

• Open Banking

• Account verification

• Lending

• Business intelligence

• Payments

• Business intelligence

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Partners & Integrations

Seamlessly integrate data, platform, and solutions with Envestnet’s robust network of integration partners.

• Custodian platforms

• Alternative assets

• Client education tools

• Fintech

• Recruiting

• Training & certification

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FUELED BY DATA

Powered by aggregated data of unrivaled quality, depth, and breadth, Envestnet’s AI-driven ecosystem unlocks robust insights and opportunities.

• 1/3of all U.S. advisors
• $6.5T+in assets
• 20M+investor accounts
• 19K+data sources
• 800~asset management partners
• 44M+paid users

As of December 31, 2024. Includes accounts/assets under management, administration, and subscription arrangements.

TECHNOLOGY

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Tap into the power of Envestnet's ecosystem with technology that's

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• Modular

  Design an experience that’s tailored to meet your unique business goals

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• Scalable

  Support as many clients, advisors, and accounts as you have today—and tomorrow

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• Easily Integrated

  Integrate existing technology investments to create your ideal tech stack

Experience the transformative power of Envestnet’s financial wellness ecosystem

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