Asset Managers
Combine your investment management capabilities with our platform to unlock next-level opportunities for your firm. Envestnet’s software for wealth and asset managers can help you expand the reach of your investment solutions and build a highly efficient business.
A partner to help you scale and increase distribution opportunities
An industry leader that exemplifies scale and enables access to a wide range of wealth solutions
A client base that represents 48 of the 50 largest wealth management and brokerage firms and 500+ of the largest RIAs
Experienced in helping managers expand their reach, seek efficiencies, and drive their businesses forward.*
How Envestnet can support your business objectives
Expand access to your solutions
Gain access to thousands of financial advisors and broaden the distribution of your investment and fund management strategies.
Enhance your client’s portfolios
Build, manage, trade, report, service, and sell your firm’s proprietary portfolios with our open architecture platform. Envestnet portfolio management software and solutions support managed accounts, mutual funds, ETFs, workplace solutions and more.
Simplify billing
Envestnet Revenue Manager unlocks the full potential of your data, enabling precise revenue management and smarter strategic decisions—all while helping to maximize back-office ROI.
Advance your data approach
Our Manager Analytics offering enables access to data and intelligence you can use to help inform your go-to-market strategy and identify targeted opportunities for distribution conversations with firms from across our platform.
Explore sponsorship opportunities
Get in front of the firms and advisors that leverage the Envestnet ecosystem to manage their clients wealth. Learn more about our sponsorship opportunities for Envestnet Elevate.
Discover how Envestnet’s insights and efficiency can grow your business
Connect with UsInsights for asset managers
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News
Envestnet wins big at the Wealthies
Envestnet recognized as an industry leader at the 2024 Wealthmanagement.com Industry Awards.
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Blog
Takeaways from 20 years of Asset Manager of the Year
There is power in active management, going above and beyond for investors, and having a clearly defined investment thesis. There are many lessons we can learn from the top asset managers in the industry.
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Report
What We Are Seeing and Hearing: From PMC Research
Dig into what PMC's analyst team is hearing in discussions about equity, fixed income, liquid alternatives, and more with asset managers.
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Blog
Our Latest Research on Active Versus Passive Asset Management
Recent headlines seem to indicate that active investing has run its course. We updated our research from 2014 to see where things really stand.
Disclosure
The 2024 WealthManagement.com ("Wealthies") are awarded to firms who demonstrate outstanding achievement in support of financial advisor success. Neither Envestnet nor its affiliates paid any fees to be considered, and these awards are not indicative of any Envestnet product or strategy's future performance. Some individuals on the Wealthies judging panel are employees of Envestnet clients. The awards were granted in September 2024 with evaluation based on in the last 18 months.