Envestnet helps advisors deliver financial wellness to more people

Envestnet is Fully Vested™ in connecting people's daily lives with their long-term goals.

We sat down with clients to learn more about their journeys to success in business.
We asked clients about their mission, future plans, and how our technology has helped along the way.
Wealth industry's premier advisor tech conference kicks off in Phoenix.
Envestnet hosts nearly 2,000 industry professionals for learning, networking and thought leadership.
Unlocking the Needs of Today's Affluent Investors
Study unveils insights for advisors navigating generational differences of affluent investors.
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Using an ecosystem of solutions, intelligence, and technologies

Explore the Ecosystem

To make their money more powerful

IntroducingThe Intelligent Financial Life™

Make It a Reality