Financial Advisor Portal

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Updated: June 15, 2022

Advisor Portal | Envestnet

https://www.envestnet.com/advisorportal

This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should ...

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What is Envestnet?

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources.

Who uses Envestnet?

Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.

What kind of company is Envestnet?

financial technology corporation

Who is the CEO of Envestnet?

Bill Crager

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