Schedule a Demo
Request a live demo for an up-close look at Envestnet’s technology, solutions, and intelligence for advisors and financial service providers. See how you can tap into our financial wellness ecosystem and help make financial wellness a reality for everyone.
Data and Analytics

Envestnet Data & Analytics delivers an end-to-end platform experience that transforms data into actionable intelligence that informs our client’s next best actions, driving measurable results and achieving the Intelligent Financial Life for consumers, SMBs, advisors and investors.

Bank Data Platform

The Bank Data Platform from Envestnet Data & Analytics gives banks and financial institutions an ecosystem of data, analytics, and digital experiences. Get enriched data sets, held-away data, account verification, an SMB Portal, data-driven intelligence, conversational AI, and flexible integrations.

Bank Data Platform Forrester TEI Report
Have questions, comments, or feedback on Envestnet products, services, or events? Use our Contact Us form to reach out and we’ll get back to you shortly. We also have multiple offices to serve our clients around the globe.
Bank Data Platform Forrester Wave Report

Envestnet has been named a leader in The Forrester Wave™: Open Banking Intermediaries, Q1 2023 report. The report recognizes Envestnet for market-leading depth in data aggregation and as an open finance player that unifies multiple sectors within financial services to offer true open finance.

Personalize
Offer personalization at scale for wealth management clients. Provide a holistic financial experience and enable the Intelligent Financial Life™ using solutions like Unified Managed Accounts, Tax-loss harvesting, Direct Indexing, and Private Wealth Consulting for high-net-worth clients.
Wealth Solutions
Build your business and deepen your client relationships with Envestnet Wealth Solutions. Our comprehensive and industry-leading solutions will help enhance and expand your client offerings and create efficiencies--allowing you the time and freedom to focus on developing your client relationships.
Data & Analytics
Envestnet Data & Analytics delivers an end-to-end platform experience that transforms data into actionable intelligence that informs our client’s next best actions, driving measurable results and achieving the Intelligent Financial Life for consumers, SMBs, advisors, and investors.
Wealth Technology
Envestnet Wealth Management Technology offers a wealth technology platform with solutions for trading, proposals, performance, service, billing, compliance, data aggregation, and planning for RIAs, wealth institutions, advisors, and independent broker-dealers
Blog
Stay up-to-date on the latest company news, thought leadership, product enhancement, and more with the Envestnet blog. Our mission: Empower all to realize the Intelligent Financial Life. Join the journey!