Locations
United States · Berwyn, PA, USA · chicago heights, il, usa · Chicago, IL, USA
industry
Finance · Software
Size
1001-5000 employees
founded in
1999
Envestnet is an independent provider of technology-enabled investment solutions and services for financial advisors, integrating a wide range of tools to enhance client interactions and portfolio management. Their platform supports independent advisors and larger financial institutions, focusing on front-, middle-, and back-office needs. With a scalable and holistic ecosystem, Envestnet empowers advisors to deliver personalized financial wellness through innovative technology and strategic partnerships with major asset managers, positioning itself as a leader in the wealth management technology space.
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