Envestnet

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's Envestnet Wealth Solutions segment offers Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services. The company's Envestnet Data & Analytics segment offers Envestnet Data & Analytics, a data aggregation, data intelligence, and experiences platform that enables consumers to aggregate financial accounts within client applications, as well as provides clients the functionality to gather, refine, and aggregate various sets of consumer permissioned data for use in financial applications, reports, market research analysis, and application programming interfaces. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Envestnet was founded in 1999 by Jud Bergman and was a pioneer in data aggregation and financial account consolidation. It was one of the first companies to bring together client data from multiple financial account sources, into one unified view. Envestnet has since grown to become one of the largest providers of technology-enabled investment and financial solutions to financial advisors, institutions, and financial service providers in the United States.

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

Envestnet’s vision is to lead the way toward financial wellness and success, empowering people to meet their financial goals.

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

Envestnet’s vision is to lead the way toward financial wellness and success, empowering people to meet their financial goals.

Envestnet

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Envestnet

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