Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

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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 Elevate 2026: Nick Saban Announced as Keynote Speaker
Annual Conference, Scheduled for May 19-20 at the Phoenix Convention Center, Focused on Accelerating Advisor Growth and Helping Advisors 'Meet Every Moment'
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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Hear from Envestnet customers

We’re proud to invite our clients to tell their firm’s story and how Envestnet helped them with their wealth management technology.

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Explore the interconnected solutions that bring it all together
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


 

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