Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

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Envestnet Appoints Chief Growth Officer
Envestnet appoints Jonathan Linstra as Chief Growth Officer as part of strategic evolution to drive long-term value creation.
Envestnet Appoints New Chief Marketing Officer
Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer to Accelerate Growth and Reimagine the Digital Experience.
Envestnet Appoints new Chief Technology Officer
Envestnet, Inc. Appoints Bhaskar Peddhapati as Chief Technology Officer to Accelerate Innovation and Ai-Driven Transformation.
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Designed for the future of financial advice
Asset Managers

Get access to investment options and a full range of tools for modern trading, reporting, and investment administration.

 Enhance Your Expertise
RIAs

Supercharge the growth of your practice while making financial wellness possible for your clients, from one integrated platform.

 Empower Your Practice
Financial Institutions

Drive scalable growth with next-generation technology, data breadth, and holistic solutions that enhance the client experience.

 Modernize Money Management
Financial Professionals

Simplify practice management with technology so you can focus on what matters most: your clients.

 Deepen Client Relationships