Envestnet

Envestnet is a prominent wealth technology platform and financial wellness network based in Chicago. Founded in 1999, the company provides Software-as-a-Service (SaaS) solutions that empower over 109,000 financial advisors across more than 4,900 companies to manage over $6 trillion in assets and nearly 20 million accounts. Envestnet's innovative offerings include a core platform for unified advice, investment services, and practice management, as well as specialized tools like the Sustainability Platform™ for socially responsible investing and Unified Managed Household for comprehensive client asset analysis. The company has a rich history of growth through partnerships and acquisitions, launching its unified advice platform in 2000 and going public in 2010. Envestnet has been recognized as a leader in financial planning and portfolio management solutions. Its ecosystem supports over 800 asset managers and integrates with various partners to enhance advisor productivity and client experiences. Envestnet serves a diverse clientele, including major banks, wealth management firms, and financial professionals, focusing on delivering data-driven tools for financial wellness at every life stage.