Envestnet
ENV
Performance
About Envestnet
Envestnet provides an integrated ecosystem of wealth management technologies and data solutions designed to empower financial advisors, RIAs, asset managers, and financial institutions to deliver comprehensive financial wellness and modern wealth management. The company emphasizes tools and resources that connect clients’ daily financial lives with long-term goals, enabling scalable growth and enhanced client relationships across a range of advisory and investment operations. Headquartered in the United States, Envestnet markets its solutions to advisors and institutions seeking advanced data, analytics, and technology to support investment administration, reporting, and planning.
Recent News
TaxStatus Expands on Integration with Advice.ai
Could Bain Capital’s Perpetual Deal Lead to Larger Participation in US Wealth Management?
Morningstar Moves on From ByAllAccounts -- Sending It to a Startup Incubator -- 12 Years After Former CEO Joe Mansueto Invited Doubts by Paying a Premium for It After Market Already Appeared Commoditized
Fidelity Rolls Out Private Markets Model Portfolios with Alts Education for Advisors
Recent Deals
No recent deals for this company.