Verified fintech
Envestnet
- Headquarters
- Berwyn, PA
- Website
- envestnet.com
- Category
- Wealth & investing
About
Envestnet provides wealth-management technology, data and analytics for financial advisors and institutions. Its platform covers portfolio management and trading, financial planning, tax optimisation and data aggregation. Clients include registered investment advisers, asset managers and financial institutions that use it to manage client portfolios and relationships.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.