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.
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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.
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Wealth Solutions
Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.
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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.
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Partners & Integrations
Seamlessly integrate data, platform, and solutions with Envestnet’s robust network of integration partners.
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Powered by aggregated data of unrivaled quality, depth, and breadth, Envestnet’s AI-driven ecosystem unlocks robust insights and opportunities.

  • 400M+linked consumer accounts
  • $5.8Tlinked consumer accounts
  • 19.1M~investor accounts
  • 19K~investor accounts
  • 108K+advisors
  • 38M+paid users
As of December 31, 2023. Includes accounts/assets under management, administration, and subscription arrangements.


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

  • Modular

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

  • Scalable

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

  • 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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