We’re Fully Vested in empowering advisors to deliver the Intelligent Financial Life™

Everybody deserves financial wellness

For 20 years and counting, we’ve innovated in pursuit of one goal: to equip advisors with the tools and resources needed to deliver the most impactful financial advice to their clients. We’re Fully Vested™ in helping clients achieve their dreams—at every stage of life.

[Financial Wellness for couples]

Our robust and always-evolving ecosystem is making it possible

We developed a data-fueled ecosystem of services, products, tools, and technologies that gives advisors a powerful, unified perspective of their clients’ finances.

Explore the Ecosystem
Envestnet financial wellness ecosystem for financial institutions

For every role in the financial advice industry

Delve into The Intelligent Financial Life™

  • White Paper

    The Intelligent Financial Life™

    Download the white paper that started it all. Bill Crager, Co-Founder and CEO of Envestnet, outlines why meeting consumer demand for an intelligently connected financial life is the future of our industry.

  • Video

    Unlocking the Network Effect

    See the far-reaching opportunities you can unlock for your business by focusing on an Intelligent Financial Life™ for each of your clients—and their network.

  • Whitepaper

    The Intelligent Financial Life National Study

    Our latest report, The Intelligent Financial Life National Study, explores how clients' attitudes toward financial advice, technology, and behaviors differ from one generation to the next.