We’re Fully Vested in empowering advisors to deliver the Intelligent Financial Life™

Everybody deserves financial wellness

For 20 years and counting, we’ve innovated in pursuit of one goal: to equip advisors with the tools and resources needed to deliver the most impactful financial advice to their clients. We’re Fully Vested™ in helping clients achieve their dreams—at every stage of life.

[Financial Wellness for couples]

Our robust and always-evolving ecosystem is making it possible

We developed a data-fueled ecosystem of services, products, tools, and technologies that gives advisors a powerful, unified perspective of their clients’ finances.

Explore the Ecosystem
Envestnet financial wellness ecosystem for financial institutions