Envestnet, Inc
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
Envestnet, Inc
Envestnet provides integrated technology, data intelligence, and wealth solutions to financial advisors, institutions, and asset managers.
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
Innovative technology for wealth management
Integrated, holistic technology stack
Advanced tools to optimize UMAs/UMHs
Decision intelligence-based tools
Data connectivity, data aggregation, data enrichment, AI-driven insights
Technology and customized solutions that can save time and allow for improved client engagement
Powerful tech stack to serve clients
Software that scales based on industry trends and overall growth
Comprehensive Planning Platform
Access to real-time market data
Data validation and verification tools
Wealth management technology
Access to financial data and analytics tools
Firms need advanced tools to optimize Unified Managed Accounts (UMA) and Unified Managed Households (UMH)
Service Requirements
Request a free consultation
Schedule a Demo
Support for SMB customers
Lending solutions
Learning tools and resources to help advisors elevate their practices
Customized investment solutions and white-glove service for individual and institutional investors
Data services for creating derived data
Consulting services for HNW clients
Support from investment and client-facing portfolio managers
Infrastructure Requirements
Advanced tools to optimize UMAs/UMHs
Modular platform solution
Scalable data storage and secure access
Comprehensive, integrated platforms to better meet client financial goals
Unified, engaging digital experience
Cloud-based advisory billing software (BillFin)
Robust data feeds
Scalable data storage and processing capabilities
Systems and processes requiring continuous monitoring
Talent Requirements
Expertise in AI, data analytics, and machine learning
Professionals skilled in wealth management technology
Financial advisors with experience serving HNW and UHNW clients
Security experts to address evolving cybersecurity threats
Talent with skills for data aggregation and enrichment
AI Insights
Growth Trajectory
Envestnet demonstrates strong growth potential through its expansion indicators, product development plans, and market expansion signals.
Market Opportunity
Envestnet's market position as a leading provider of integrated technology, data intelligence, and wealth solutions presents immediate opportunities for expansion and innovation.
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