Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.

Since our founding 20 years ago, Envestnet has and will continue to be a champion for financial professionals. We are guided by our mission to deliver the technology, solutions and intelligence advisors need to drive better financial outcomes- and ultimately, make financial wellness a reality for everyone. Our unified advice platform and financial wellness network empower advisors to expand their definition of advice and address their clients' whole financial lives.

Our Vision

Deeper relationships, better outcomes
Today, helping investors achieve their financial goals requires more than offering investment advice alone. Financial advisors need to be equipped to offer advice on their clients’ entire financial wellness picture—financial planning, investing, managing credit and protection. An advisor's value will be determined by how well they meet these needs and their ability to offer holistic solutions in a single consolidated plan. Providing value to clients goes beyond investment portfolio performance; it’s about showing how financial wellness solutions extend to all aspects of their financial futures.

Advancing Diversity & Inclusion in Our Workplace

Envestnet’s Women’s Initiative Network (WIN) was created in early 2019 in an effort to better understand how we can use our internal strengths and experiences to help women develop to their fullest potential by providing greater focus on and support for women. WIN gives women tools, training, and networking connections to advance in their careers and build a platform for them to succeed.