Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

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Envestnet Deepens $1 Billion Wealthtech Commitment
New AI Report Studio, Expanded Custom Model Solutions, and Full MoneyGuide Integration Mark the “Next Era of Tamarac,” Giving RIAs Back Valuable Time and Expanding Investment Capabilities to Grow
Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates Toward Planning-Led Advice
Fifth Annual Envestnet | MoneyGuide/Datos Insights Study Finds Comprehensive Services, Ongoing Engagement, and Clearer Fee Architecture are Becoming the Standard.
Envestnet Accelerates Adaptive WealthTech Innovation
Advances Enterprise Data and AI Capabilities with First Platform Release of 2026
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Using an ecosystem of solutions, intelligence, and technologies

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Designed for the future of financial advice
Asset Managers

Get access to investment options and a full range of tools for modern trading, reporting, and investment administration.

 Enhance Your Expertise
RIAs

Supercharge the growth of your practice while making financial wellness possible for your clients, from one integrated platform.

 Empower Your Practice
Financial Institutions

Drive scalable growth with next-generation technology, data breadth, and holistic solutions that enhance the client experience.

 Modernize Money Management
Financial Professionals

Simplify practice management with technology so you can focus on what matters most: your clients.

 Deepen Client Relationships