Elevate your practice and the client experience with an all-in-one RIA platform

Automate trading workflows, personalize portfolio strategies, and free up time for high-value client interactions with the RIA platform trusted by one third of all U.S. advisors.1

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Why Envestnet for RIAs?

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Unified RIA platform

See relevant details, all in one place, with RIA wealth management tools that encompass planning, trading, rebalancing, reporting, billing, CRM, and more.

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Integrated intelligence

Predictive analytics and AI-powered insights built into our RIA software to help you move from data to decisions.

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Growth engine

Envestnet Tamarac’s RIA CRM can help surface next-best actions, enable tax-smart models, and deliver household-level precision – at scale.

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Automated trading workflows

Streamline trading and rebalancing and manage tax strategies with the Envestnet Tamarac RIA trading platform.

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Relationship-first CRM

Deliver a more personalized client experience with timely client information and insights at your fingertips.

  • Pure Financial: Envestnet client since 2007

    “Envestnet's technology enabled us to look at taxable accounts and then capitalize on losses in a scalable way.”2

    Read customer story →

    Benjamin S. Littman, Founding Member, Corporate Development - Pure Financial Advisors

  • Partnering with Envestnet since 2017

    “Envestnet has done a great job, and advisors can plug into the different components that fit their business needs .”5

    Read customer story →

    Alli Jordan, President and Co-Founder - LibertyFi

Envestnet is the partner of choice for RIA solutions

  • $7Tin assets
  • 21M+investor accounts
  • 250M+trades
  • 500+asset manager partners
  • 1/3of all U.S. advisors
  • 500+of the largest RIAs

Explore how our all-in-one RIA platform can help your business

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Additional resources

  • ARTICLES

    5 key trends defining the RIA industry

    Staying competitive means understanding where the wealth management industry is headed. Check out these 5 trends projected to take center stage and influence how RIAs serve their clients in 2026 and beyond

1 As of June 30, 2025.

2 The above is based on the experience of a current client as of the date of writing and is not representative of all client experiences. No cash or non-cash compensation has been provided for this client story. Pure Financial and Envestnet are separate and unaffiliated firms. This material does not constitute an endorsement of any firm or individual.

3 Barron’s 2025 Top 100 RIA firms.

4 As of March 27, 2025.

5 LibertyFi and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate LibertyFi for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by LibertyFi for their own advertising purposes, at their discretion and cost.

6 As of June, 2025.