Envestnet’s interconnected ecosystem of technology, intelligence, and solutions

Our Ecosystem

By connecting today and tomorrow’s money, Envestnet’s financial wellness ecosystem helps drive the Intelligent Financial Life™

OUR ECOSYSTEM

Envestnet’s interconnected technology, intelligence, and solutions deliver a 360° view of client finances that lets financial professionals and institutions identify opportunities, avoid pitfalls, and seamlessly take action.

Wealth Management Technology

Accelerate business growth by powering a more intelligent wealth management journey with interconnected industry-leading technology.

• CRM
• Planning
• Proposal/risk
• Portfolio management
• UMAs
• Wealth data
• Client portal

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Financial Planning

Empower clients of all ages and financial situations to make their dreams a reality by setting realistic expectations and discovering powerful answers to complex questions through ongoing collaboration.

• Prospecting & lead generation
• Micro planning
• Lifetime planning
• Retirement distribution
• Estate & legacy planning
• Support & training

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Wealth Solutions

Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.

• High-net-worth consulting
• Direct indexing
• ETFs
• Model portfolios
• Sustainable investing
• Tax management
• Workplace solutions
• Exchanges

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Data Solutions

Transform the way you uncover and act on growth opportunities through platforms that connect vast enriched data sets, surface actionable insights, and enable dynamic experiences.

• Data aggregation
• Data enrichment
• Open Banking
• Account verification
• Lending
• Business intelligence
• Payments
• Business intelligence

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Partners & Integrations

Seamlessly integrate data, platform, and solutions with Envestnet’s robust network of integration partners.

• Custodian platforms
• Alternative assets
• Client education tools
• Fintech
• Recruiting
• Training & certification

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FUELED BY DATA

Powered by aggregated data of unrivaled quality, depth, and breadth, Envestnet’s AI-driven ecosystem unlocks robust insights and opportunities.

• 1/3of all U.S. advisors
• $6.5T+in assets
• 20M+investor accounts
• 19K+data sources
• 800~asset management partners
• 44M+paid users

As of December 31, 2024. Includes accounts/assets under management, administration, and subscription arrangements.

TECHNOLOGY

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Tap into the power of Envestnet's ecosystem with technology that's

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• Modular

  Design an experience that’s tailored to meet your unique business goals

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• Scalable

  Support as many clients, advisors, and accounts as you have today—and tomorrow

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• Easily Integrated

  Integrate existing technology investments to create your ideal tech stack

Driving the Intelligent Financial Life™ through our connected family of brands

Experience the transformative power of Envestnet’s financial wellness ecosystem

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