ENVESTNET, INC.
BERWYN, PA

Envestnet | Inc. is a forward-thinking financial technology firm headquartered in Berwyn, PA, with operations anchored in the heart of Boca Raton, Florida. Incorporated under the Florida Companies status on February 19, 2018, Envestnet leverages its advanced analytics capabilities through platforms like the Envestnet Manager Portal to empower asset managers in making informed distribution and sales decisions. The Platform operates as a ‘virtual account manager’, offering comprehensive insights into an organization's book of business, streamlining daily operations, and accelerating assets acquisition. Boasting a robust suite of analytical tools, users can gain in-depth insights into market shares across firms, access detailed firm profiles with crucial contact information, and utilize CRM functionalities to centralize notes and marketing content. Clients benefit from the ability to view fee grids for various products, assess research accessibility, and map product styles as per firm designations—providing a holistic view of style allocations. The Envestnet | PMC division further enriches asset management capabilities by offering comprehensive consulting services. These services include assisting in designing complex investment programs that align with fiduciary responsibilities, guiding optimal portfolio construction, and integrating leading financial planning applications on an open architecture platform. With tools to review client accounts extensively, advisors can perform detailed wealth analyses, hypothetical change simulations, projections, and performance evaluations seamlessly. Envestnet's commitment to fostering effective wealth management is reflected in its dynamic proposal generation capabilities that allow for the creation of branded documents with rich graphics. Their technology also supports seamless integration with leading financial planning applications, enhancing client management and investment research capabilities. For independent broker-dealer affiliated advisors seeking local consultations or services, contact can be initiated through various listed channels. Envestnet has been consistently updating its offerings and processes as evident from their last annual report on April 3, 2024. The company operates under the leadership of key figures such as Matthew Majoros (Senior), James Fox, and Gregory Smith. With a vision poised towards technological innovation in wealth management services, Envestnet | Inc. continues to set benchmarks within the investment industry. For more information, visit their official website at envestnet.com.