Envestnet helps advisors deliver financial wellness to more people

Innovative technology for the future of wealth management.

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Envestnet Appoints John Hofmann as Chief Financial Officer
In this role, Hofmann will oversee the Company’s finance, M&A and transformation organizations
Envestnet, Inc. Announces Definitive Agreement to Sell Yodlee, Inc. to STG
Under STG, Yodlee is positioned for accelerated growth and continued support of its clients.
Envestnet Unveils 2025-2026
Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized and At Scale
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Using an ecosystem of solutions, intelligence, and technologies

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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