Envestnet

Envestnet, Inc. is a prominent financial technology company based in Berwyn, Pennsylvania, founded in 1999. It specializes in wealth management software and services for financial advisors, institutions, and asset managers both in the United States and internationally. The company operates through two main segments. Envestnet Wealth Solutions offers a comprehensive wealth management platform that includes tools for data aggregation, analytics, digital advice, and financial planning. Key offerings include Envestnet | Tamarac for portfolio management, Envestnet | MoneyGuide for financial planning, and Envestnet | PMC for research and consulting services. The second segment, Envestnet Data & Analytics, provides a platform for data connectivity, analytics, and digital experiences, serving a diverse range of clients such as retail banks and fintech companies. Envestnet's solutions enable financial professionals to deliver personalized and efficient financial advice, enhancing operational efficiency and client outcomes. The company has grown through strategic acquisitions, expanding its technology offerings to support the evolving needs of the financial advisory industry.