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TECHNOLOGY PROVIDERS Innovation Platforms
ENVESTNET
Wealth Data Platform
Launched in October 2022, the Envestnet Wealth Data Platform, is a cloud-based data intelligence solution for wealth advisory firms that allows home offices and financial advisors to connect and enrich all the data sources across their practice and provide clients with actionable insights at scale on one holistic platform.
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence. By establishing the connections between people's daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5 trillion in platform assets, approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information on Envestnet, please visit www.envestnet.com and follow us on Twitter (@ENVintel).
217 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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