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A better way to manage assets

The tools, products, and expertise that empower you to conquer complexity and
drive success.

Link How We Can Help You
Learn more about Envestnet Analytics
Transform data into actionable insights and uncover practice and portfolio
trends and business advantages.
 * Envestnet @ENVintel
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Developing the Roadmap

Advanced research, integrated analytics, and expert advisory support to help
build winning portfolios and recommendations.

Learn More About Our Planning Tools

Extensive Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our
elite network of strategists.

Check Out Our Portfolio Solutions And Services

Executing and
Managing Your Strategy

Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.

Streamline Portfolio Management

Ongoing Monitoring
and Comprehensive Reporting

Create customized, branded, and easy-to-read reports that can incorporate data
from hundreds of sources.

Leverage Robust Reporting Capabilities

Transforming Data into Actionable Insights

Apply advanced analytics tools to a comprehensive set of data to uncover
practice and portfolio trends and business advantages.

Access Robust Data Intelligence
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 * Envestnet @ENVintel
   Recognized as a national holiday in 2021, #Juneteenth brings awareness to the
   official end of slavery in the U.S. T… https://t.co/hCOCoj5UFs
   1 day 14 hours ago

Does Unified Technology Matter? Learn how advanced integration can address many
of the business and practice management challenges you face. View Infographic
In helping people live an intelligent financial life™.
Learn More

Advisor Summit
Envestnet's Advisor Summit Is Back!
May 11-12, 2022
Get excited. Registration for the 2022 Envestnet Advisor Summit is OPEN! And
we’re excited to head to beautiful Charlotte, NC, May 11-12.
Learn More

Envestnet | Tamarac provides the most comprehensive technology solution for
independent RIAs, with the expertise and staff to support your firm every step
of the way.
Learn More

Envestnet | Yodlee is the leading data aggregation and data analytics platform,
helping consumers live better financial lives through our innovative products
and services.
Learn More

Envestnet | PMC provides best-in-Class solutions to streamline investment
management.
Learn More

Envestnet | MoneyGuide is dedicated to making goal-based financial planning
efficient and approachable.
Learn More

Envestnet Retirement Solutions provides a technology solution that results in
holistic data, regulatory, and investment management.
Learn More
Building the Financial Wellness Network
$
5.5
T+
Total platform assets
17.8
M+
Investor Accounts
17
K+
Data Sources
~
107
K
Advisors
31
M+
Paid Subscribers
As of September 30, 2021.
Includes accounts/assets under management, administration, and subscription
arrangements.
Press Release
Envestnet Announces Business Line Transformation to Streamline and Accelerate
the Growth of Its Financial Wellness Ecosystem
June 7, 2022
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and
Analytics, and Envestnet WealthTech
Read More

Press Release
Envestnet's Spring Technology Releases Further Enhance Its Financial Wellness
Ecosystem
April 28, 2022
Latest Innovations Build on the Firm's Technology Roadmap To Support a Single
View of a Client's Entire Financial Life
Read More

Blog Post
Announcing 3 Updates to MyBlocks™
May 19, 2022
If you are already using MyBlocks™ with your clients, you know how powerful
client-led planning can be. MyBlocks™ is an interactive financial planning tool
that makes complex financial topics fun and easy to understand.
Read More

In the News
Many Millennials Doubt They're Capable of Financial Success: Envestnet
May 16, 2022
Many Americans don't know where to start when it comes to investing and are
afraid of making a mistake.
Read More

In the News
Providing seamless digital experiences will help clients succeed in the long
term
May 4, 2022
Advisers should provide a holistic, hyper-personalized view of a client’s entire
financial life, complete with data-driven recommendations.
Read More

In the News
Envestnet Taps Fintech Company to Automate Due-Diligence Processes
April 21, 2022
The turnkey asset management platform is currently onboarding technology by
fintech provider Door to automate and streamline questionnaires used to vet fund
managers.
Read More

Press Release
Envestnet Partners with Door to Digitize & Optimize Exchange of Information in
the Due Diligence Process
April 20, 2022
Door’s Digital Platform Streamlines Information Management for Asset Managers &
Research Analysts
Read More

Press Release
Envestnet Data and Analytics to Enter the Small to Medium-Sized Business Market
April 18, 2022
Envestnet today announced plans to expand into the small to medium-sized
business (SMB) market by introducing data and digital solutions that empower
SMBs to intelligently connect, grow, protect, and manage the financial wellness
of their business all in one place.
Read More

Blog Post
What to Expect at the 2022 Advisor Summit
March 31, 2022
You need help delivering that experience while navigating your business and an
evolving industry. The 2022 Envestnet Advisor Summit is your opportunity. Learn
from colleagues, partners, and thought leaders – some of the top minds in the
industry and beyond.
Read More

Press Release
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform
Offering Expanded Access to Alternative Investment Strategies and Education
March 31, 2022

Read More

Blog Post
How Embedded Finance Led Us Into – And Could Lead Us Out Of – The “Buy Now Pay
Later” Debt Crisis
January 4, 2022
The Consumer Financial Protection Bureau (CFPB) has recently opened a regulatory
inquiry into BNPL (Buy Now Pay Later) companies who make point-of-purchase
lending frictionless for consumers.
Read More

In the News
Envestnet: New MoneyGuide Functionality Drives Deeper Understanding of
Investment Income Strategies
January 2, 2022
As clients approach and embark on retirement, they are often very uncomfortable
as they leave behind the peace of mind and consistency of paychecks.
Read More

Blog Post
New MoneyGuide Functionality Drives Deeper Understanding of Investment Income
Strategies
December 15, 2021
As clients approach and embark on retirement, they are often very uncomfortable
as they leave behind the peace of mind and consistency of paychecks.
Read More

Podcast
The Big Reveal Podcast Series
November 30, 2021
Tyrone Ross Jr.: How He Is Using His Leadership Platform to Educate, Inspire and
Provide a Voice for the Voiceless
In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to
get educated on cryptoassets in order to truly act in their clients’ best
interest, a fun and effective way on how to engage in the discussion with them
and his top tips on delivering a killer on-camera interview.
Learn More

Webinar
Integrating Community to Grow Your Practice
November 30, 2021
Join a Lord Abbett for an engaging discussion on authentic community integration
and how doing good for your community can be a game changer in your business.
The truth is, as a business owner...
Read More

In the News
Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as
Fee-Based Solutions
November 16, 2021
Envestnet Simplifies the Delivery & Lifecycle Management of Income- and
Protection-Focused Products by Integrating SIMON’s End-to-End Suite of Digital
Tools Across its Ecosystem
Read More

Blog Post
How to Help Clients with Medicare Plan Selection
November 18, 2021
As an advisor, you play a critical role in your clients’ lives. If you are doing
your job well, they come to you with questions. Lots of them. And as they age,
their health (both current and future) will be top of mind.
Read More

Blog Post
Driving Interconnected Solutions in Our Q4 Release
November 16, 2021
With each release, Envestnet furthers its mission to offer you a connected
ecosystem of services, products, tools, and technologies, so you can help
clients capture opportunities, make strategic decisions, and move toward their
goals.
Read More

In the News
Equitable Expands Annuity Offering
November 11, 2021
Equitable announced the continued expansion of its variable and index-linked
annuity product distribution in order to meet financial professionals where and
how they prefer to do business.
Read More

Blog Post
PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking
November 9, 2021
Envestnet | PMC provides independent advisors, broker-dealers, and institutional
investors with comprehensive manager research, portfolio consulting, and
portfolio management to help improve client outcomes.
Read More

In the News
Financial advice in the 21st century
November 8, 2021
While even a casual glimpse into the history of wealth management shows big
strides toward democratization and technological evolution, looking at the
future of the industry through the eyes of a diverse collection of experts
offers the kind of promise and opportunity that should keep advisers on their
toes.
Read More

Podcast
The Big Reveal Podcast Series
November 10, 2021
Samantha Russell: Her Top Tips for Advisors on all things Digital Marketing!
In this episode, the social media star shares why not having a well thought out
website is like showing up in pajamas to a meeting, how being authentic and
embracing the real you is critical for effective marketing, what her essential
components are for an impactful social media strategy and whether you should or
should not have a “face” of your brand. Plus, a Big Reveal that is sure to
surprise… and inspire.
Learn More

In the News
Best-Led Companies of 2021
November 7, 2021
Envestnet
Provides an investment software and services platform to financial institutions,
independent advisory firms, and investment managers.
Read More

Blog Post
Envestnet | PMC Focus on Factors: Q3 2021
November 2, 2021
Rewarded risk factors are recognized as a fundamental component of equity
returns. Envestnet | PMC believes that the most robust among the studied risk
factors are value, momentum, quality, low volatility, and size. Like all return
components, factors are cyclical in nature. Below, we take a look at the
performance of these factors in the current market environment.
Read More

Press Release
Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer
November 2, 2021
New hire joins executive team to Optimize the Delivery of Envestnet's Financial
Ecosystem for an Intelligent & Connected Financial Life
Read More

Podcast
The Big Reveal Podcast Series
October 27, 2021
Carolyn McClanahan: What Influenced This M.D. To Become a CFP, How Health &
Wealth Are Linked and Tips for Tough Conversations
In this episode, Carolyn shares how being a medical doctor influenced her
decision to operate a holistic based and flat fee practice, and why health care
costs, end of life planning and elder fraud are essential topics advisors should
be discussing with their clients TODAY. Plus her lists of “promises” to her
clients and how it leads to a JOYFUL practice.
Learn More

Press Release
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to
Solutions for Simplifying Investment in Income and Protection Products
October 25, 2021
Through Investment in YieldX's Tools, Envestnet Empowers More Advisors to Help
Clients Meet Income Needs
Read More

Press Release
Carson Group and Envestnet | MoneyGuide Join Forces to Empower Advisors to
Deliver Trusted Financial Advice
October 12, 2021
Advisors in Carson Group's ecosystem will soon have access to Envestnet |
MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated
estate planning capabilities offered from Wealth Studios
Read More

In the News
Exposing clients to financial plans in unexpected places
October 11, 2021
American Express Co. believes a consumer may want to create a full financial
plan, complete with toggles for job promotions and inflation as well as
important life events. They're not the only company that thinks so.
Read More

In the News
Envestnet-Backed, Medicare Startup Healthpilot Launches as Open Enrollment Nears
October 8, 2021
The software that simplifies Medicare health insurance plan selection and
enrollment will be available at no cost to advisors and their clients through
MoneyGuide and other Envestnet services.
Read More

Podcast
The Big Reveal Podcast Series
October 13, 2021
James Poer: The Importance of Firm Culture, Hiring and Retaining the Best
People, also is Private Equity a Friend or Foe?
In this episode, the Kestra Holdings CEO shares his critical components
essential to achieving a successful and positive firm culture, his advice to
anyone looking to buy or sell their practice and his thoughts on whether private
equity investment is good for advisors long term! Plus, what is the one question
he asks EVERYONE he interviews… and where you may find him during his downtime!
Learn More

Blog Post
PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking
October 8, 2021
Envestnet | PMC provides independent advisors, broker-dealers, and institutional
investors with comprehensive manager research, portfolio consulting, and
portfolio management to help improve client outcomes.
Read More

Press Release
Envestnet Partners with Healthpilot to Optimize Medicare Insurance Coverage
October 5, 2021
Partnership Fuses the Worlds of Health & Wealth, Allowing Advisors to Seamlessly
Assist Medicare-Eligible Clients with Insurance Plan Selection, Enrollment &
Management
Read More

Blog Post
With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to
Transfer Wealth
October 5, 2021
As we have written about before, the next ten years offer a huge opportunity to
financial advisors who are ready and prepared to grow their business. U.S.
household assets are expected to increase from $87 trillion to over $140
trillion by 2030
Read More
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 * Our Platform
   * 1. Portals
         1. Advisor
         2. Manager
         3. Enterprise
         4. Client
 * Our Vision
   * 1. Financial Wellness
         1. Financial Planning
         2. Managing Credit
         3. Investing
         4. Protecting
         5. Data and Analytics
         6. Advisor Services
         7. Trust Services
         8. Wealth Solutions Team
 * Our Clients
   * 1. Advisors
     2. Institutions
 * Resources
   * 1. Blog
     2. Envestnet Institute
     3. Webinars
     4. Events
     5. Resource Center
     6. Newsroom
     7. Press Releases
 * About
   * 1. 20 Years
     2. Our Leadership
     3. Our Brands
     4. Giving Back
     5. Careers