Envestnet, Inc.

Envestnet, Inc. provides wealth management software and services globally through its Envestnet Wealth Solutions and Envestnet Data & Analytics segments. Its offerings include an open architecture wealth management platform, data aggregation and reporting, digital advice capabilities, trading and rebalancing software, portfolio accounting, performance reporting, and financial planning solutions. The company also offers services for advisor-sold retirement plans, research and consulting services for investment solutions, and a cloud-based data aggregation and intelligence platform for digital financial services.

Products

• Wealth management software

• Data aggregation and reporting

• Digital advice capabilities

• Financial planning solutions

• Retirement plan services

• Research and consulting services

• Cloud-based data aggregation platform