Celebrating our clients’ stories
In celebration of 25 years of Envestnet, we sat down with our clients and asked how they achieved success, their plans for the future, and how the Envestnet platform has helped their business. Here’s what they had to say.
Celebrating 25 years with our clients
Envestnet clients have built successful businesses that help their clients manage their wealth and achieve their financial goals. We’re proud to invite our clients to tell their firm’s story, as we celebrate our own 25 years, and how Envestnet helped them with their wealth management technology.
LibertyFi, based in Birmingham, Alabama
How Alli Jordan of LibertyFi found success in an unlikely city and empowers advisors across the U.S. with the help of the Envestnet platform.
Park Avenue Securities, based in New York City, NY
The path to success: How Park Avenue Securities helps drive business for its associates through technology, teaming, and relationships, all with the help of Envestnet solutions.
Osaic, based in Phoenix, AZ
Through partnership and growth, Osaic is leading the way for advisors to drive business and take advantage of key Envestnet technology.
Schedule a free, personalized consultation to see what the Envestnet Wealth Management platform can do for your business.
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Disclosures
LibertyFi
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this video is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
LibertyFi and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate LibertyFi for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by LibertyFi for their own advertising purposes, at their discretion and cost.
© 2024 Envestnet, Inc. For investment professional use only.
Park Avenue
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this video is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
Park Avenue Securities and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate Park Avenue Securities for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by Park Avenue Securities for their own advertising purposes, at their discretion and cost.
© 2024 Envestnet, Inc. For investment professional use only.
Osaic
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this video is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
Osaic and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate Osaic for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by Osaic for their own advertising purposes, at their discretion and cost.
© 2024 Envestnet, Inc. For investment professional use only.