Our Vision

Transforming Wealth Management

Envestnet’s mission is to transform wealth management for the benefit of investors and the advisors who serve them.

We founded Envestnet to level the playing field for independent advisors, giving you the same access, tools, and support—research, analytics, advice, and products—that previously were available only to the institutional community. We help you conquer the complexity of wealth management with our complete, integrated platform.

Envestnet empowers financial advisors to deliver excellence in wealth management—to improve client outcomes and to run your business more effectively.