Envestnet

About

Envestnet is dedicated to leading the growth of wealth managers and transforming the delivery of financial advice through innovative technology and an interconnected ecosystem. With a strong commitment to financial wellness, we empower thousands of financial advisors to deliver customized, impactful services to their clients. Our platform offers a robust suite of integrated solutions designed to help advisors manage client investment strategies more effectively, streamline operations, and improve overall client engagement. Founded in 1999 by industry leaders Jud Bergman and Bill Crager, Envestnet has grown significantly, with over $6 trillion in platform assets and serving more than 110,000 advisors globally. We partner with some of the largest financial institutions and advisor firms to ensure that they can respond to market demands and provide exceptional service to their clients. Our technology continues to evolve, incorporating insights from thousands of successful advisory firms. At Envestnet, we believe that everyone deserves financial wellness and are committed to making this a reality through our comprehensive suite of wealth management solutions.