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Envestnet, Inc. and its subsidiaries specialize in providing comprehensive wealth management software and services both domestically in the United States and internationally. Operating through its Envestnet Wealth Solutions and Envestnet Data & Analytics segments, the company offers a broad range of innovative solutions tailored to meet the diverse needs of financial advisors and institutions.
The Envestnet Wealth Solutions segment encompasses several key offerings, including Envestnet | Enterprise, a robust open architecture wealth management platform that supports end-to-end advisory services. This platform integrates data aggregation, reporting, analytics, and digital advice capabilities, empowering advisors to deliver personalized financial solutions efficiently. Additionally, Envestnet | Tamarac provides essential software tools for trading, rebalancing, portfolio accounting, performance reporting, and client relationship management, enhancing operational efficiency and client service.
Furthermore, the Envestnet | MoneyGuide suite offers goals-based financial planning solutions to the financial services industry, enabling advisors to create tailored financial plans aligned with their clients' objectives. The segment also includes Envestnet | Retirement Solutions, which delivers specialized services for advisor-sold retirement plans, and Envestnet | Portfolio Management Consultants, offering research, consulting, portfolio overlay, and tax optimization services.
In its Envestnet Data & Analytics segment, the company provides a sophisticated platform focused on data aggregation, intelligence, and personalized client experiences. This platform enables consumers to consolidate financial accounts seamlessly across client applications while empowering financial institutions to refine and aggregate consumer-permissioned data for applications such as financial analysis, market research, and API integration. Founded in 1999 and headquartered in Berwyn, Pennsylvania, Envestnet continues to lead in innovation and service excellence within the wealth management industry, supporting advisors and institutions in delivering superior financial outcomes for their clients worldwide.
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