Wealth Data Platform
Unifying Data, Intelligence, and Experiences
A powerful tool for productivity and growth
The Envestnet Wealth Data Platform gives enterprise wealth firms a comprehensive ecosystem of firm and external data that uncovers new data-driven perspectives and unlocks the unrealized value of data. We are transforming how the industry uncovers and acts on opportunities by giving firms a powerful tool for productivity and strategic growth.
  • Consolidate multiple held- and held-away data sources.
  • Harness and employ vast, normalized data sets quickly and economically.
  • Inform decisions with client insights, business intelligence, and valuation data.
  • Deepen client relationships, help increase productivity, and grow the business.
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Insights Engine in Action
Harness holistic, dynamic wealth data and intelligence today:
Connect disparate data sources to solve gaps, inconsistencies, and blind spots.
Streamline data management and deploy normalized, integrated data.
Drive business intelligence across teams with insights that boost productivity and performance.
Accelerate decisive actions with tools that unlock the value of data and offer next best actions.
Deliver experiences that identify revenue and performance improvement opportunities and strengthen client relationships.
Grow with personalized, proactive outreach at scale when you leverage the Envestnet ecosystem.
How to master data and prepare for the future of wealth management.
Connect data. Deliver intelligence. Drive action.
The Wealth Data Platform delivers an integrated ecosystem of firm and external data that uncovers intelligence you can use and accelerates time-to-action.
Discover the value of Envestnet Data and Analytics:
For Firms
Make data and analytics accessible for employees and advisors to reduce time-consuming, manual efforts and the financial and operational burden of building new systems.
For Advisors
Spend time serving more clients and less time managing data management and analytics challenges.
For Consumers
Get deeper advisor support on the complex journey of a connected, intelligent financial life across spending, saving, and investing.
Envestnet Wealth Data Platform
Our data encompasses:
Data sources
Linked consumer accounts
We provide services for:
Investor accounts
Domain Knowledge
We provide services for:
of the largest banks
FinTech Companies
of the largest registered investment advisors
of the largest wealth management brokerage firms
As of September 30, 2023. Includes accounts/assets under management, administration, and subscription arrangements.
At Envestnet we offer a Financial Wellness Ecosystem to help your clients live an Intelligent Financial Life. Through our data intelligence tools, you have everything you need to deliver innovative digital offerings and actionable recommendations.
Put the Wealth Data Platform to work for you
Explore our recent resources to see how Envestnet Data & Analytics delivers the ultimate advantage.
White Paper
The Power of Data and AnalyticsWhat Every Wealth Management Firm Needs to Know
case study
Unrealized ValueUsing the Envestnet Wealth Data Platform and TruePerformance to Identify Opportunities to Increase Your Firm’s Intrinsic Value
Digital Transformation in Wealth Management How It’s Helping to Solve Leading Firms’ Biggest Challenges
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