As announced this week, we are thrilled about this exciting new chapter for Envestnet and Bain Capital. With our core mission in mind - to help all financial advisors grow and become more successful with the tools, technology, and solutions we offer – from institutional advisors to RIAs, we will continue to serve all business models and enable advisors to better serve clients across all stages of their financial lives. As we build the platform and solutions that will serve our clients completely and holistically, we remain focused on serving the RIA market with Envestnet | Tamarac and wealth technology and solutions, as well as integrating and bringing our Envestnet | MoneyGuide financial planning capabilities to more advisors – a central part of our long-term technology strategy. With Bain Capital, we will speed up our strong momentum and build on our scale and competitive advantage. Together, we will realize our vision to serve more advisors with more customized, holistic financial advice.
About us
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
- Website
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http://www.envestnet.com/
External link for Envestnet, Inc
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Berwyn, Pennsylvania
- Type
- Public Company
Locations
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Primary
1000 Chesterbrook Blvd
Berwyn, Pennsylvania 19312, US
Employees at Envestnet, Inc
Updates
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Celebrities may appear as business-savvy when they captivate large audiences on the big screen or perform in front of sold-out crowds, but sometimes their financial stories can surprise you. Many have left behind disorganized or even non-existent wills, and they’re not alone. https://lnkd.in/dDSaBdbB Research shows that high-net-worth individuals could be making the same costly mistake. CEG Insights (Formerly Spectrem Group) found that while 85.7% of affluent investors recognize the importance of estate planning, only 40.2% feel it’s being properly addressed. Want to hit a high note with clients? Focus on educating them about estate planning, collaborate with estate attorneys, and develop personalized plans that address each client's unique needs. Swipe through to learn from the estate planning missteps of stars like Prince, Picasso, Aretha, and more.
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Direct indexing is on the rise, with industry assets reaching $434 billion by the end of 2022, according to Cerulli Associates. https://lnkd.in/dgHQ9KNw These assets are projected to grow by 12% annually over the next four years, surpassing mutual funds and ETFs. At Envestnet, our Quantitative Portfolios (QPs) have experienced a 40% annual growth in both accounts and advisors over the past three years. First made available in 2013 to provide clients with a passive strategy that combined tax management and customization, we are proud to be one of the largest direct index separately managed account providers, with more than $9 billion in QP assets as of Q4 2023. Let's take a closer look at the three approaches we see the most often: Beta, factor-based, and fixed income.
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Client discovery is rooted in learning your new client’s needs. The more data you gather, the better you can build strong, trust-based relationships that drive business growth. The key to building strong client relationships is an effective, complete, and efficient client discovery process. https://lnkd.in/evBfWjyQ According to the 2021 EY Global Wealth Research Report, 71% of clients are willing to share their personal data with their wealth manager to have a more personalized user experience. Take a look at the steps you can take to make a strategic, successful client discovery process.
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Female investors are a major force in the economy, influencing investment choices and shaping the future of wealth management. https://lnkd.in/e98jiyEF Despite achieving better returns than men, they often lack confidence in achieving financial wellness. Our research found that: 🔸 61% of women surveyed are skeptical of investing due to recent market fluctuations (vs. 48% of men) 🔸 40% of women surveyed hadn’t even heard of robo advisors and had not considered using them (vs. 18% of men) 🔸 90% of women use credit cards (vs. 81% of men) and are more likely to be comfortable with transactional/day-to-day task-oriented technology Read more on guiding female investors from Dana M. D'Auria, CFA, Co-Chief Investment Officer And Group President, Envestnet Solutions.
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Each month, the Envestnet | PMC Global Macro Team provides insights into trends that may be top of mind for your clients. https://lnkd.in/gitMYip8 Let’s take a deeper dive into one of this month’s hot topics — volatility and global markets.
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The third product release of the year is here! https://lnkd.in/ezMy_2KM From a streamlined custodial trade rejection process to deciding if a position count investment policy should count sleeve positions, we have enhancements designed to help you make the most of our powerful Wealth Management Platform.
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Customization isn’t just an option — it’s a necessity for HNW investors. With the Envestnet platform, you can craft portfolios as unique as your clients, whether it’s through risk-optimized global strategies, personalized direct indexing, or advanced tax optimization. Check out Michael Featherman, CFA with Asset TV U.S. as he lays out how Envestnet turns customization into a powerful tool for achieving your clients’ financial goals.
Michael Featherman, CFA, Head of Advisor Sales and Wealth Consulting at Envestnet, Inc, discusses how the Envestnet platform caters to the needs of high-net-worth investors and the need for a customized approach to serving these clients 👉 https://lnkd.in/e_KifSYt
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✏️ The MoneyGuide team at our Powhatan office had an amazing time volunteering for the YMCA’s Bright Beginnings back-to-school event! We helped 115 kids pick out new clothes, backpacks, and hygiene products to kick off the school year with confidence. The smiles and excitement from the kids (and our team!) made the day truly special. #ENVCares
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