Envestnet

Envestnet, Inc. is a leading provider of technology-enabled investment and practice management solutions to financial advisors.

Envestnet, Inc. is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, our technology platform provides financial advisors with the flexibility to address their clients’ needs. We work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which we refer to as enterprise clients. We focus our technology development efforts and our sales and marketing approach on addressing financial advisors’ front-, middle- and back-office needs. We believe that our investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration. Our centrally-hosted technology platform provides financial advisors with the flexibility to choose freely among a wide range of investment solutions, services, investment managers and custodians to identify those that are most appropriate for their clients. Over the years, we have grown into one of the largest providers of wealth management solutions in the industry, with more than 700 employees in our Chicago headquarters and offices in Boston, Charlotte, Denver, New York, Silicon Valley, and Trivandrum, India.