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Envestnet

Financial Services
+1 312-827-2800
1000 Chesterbrook Boulevard, Berwyn, Pennsylvania, United States, 19312, Berwyn, Pennsylvania
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About Envestnet

Envestnet, Inc. is a financial technology company providing wealth management software and services to financial advisors and institutions. Their services include data analytics, data aggregation, and cloud-based solutions through brands like Envestnet Yodlee and Envestnet MoneyGuide. They serve over 108,000 advisors and major financial institutions. The company's unique selling proposition is its integrated platform that combines active and passive investment strategies, offering scalability and cost savings. Envestnet's solutions help advisors streamline operations and improve client outcomes, making it a leading provider in the wealth management technology sector[1][3][4].

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