Envestnet, Inc. is a provider of technology-driven wealth management and financial wellness solutions, operating primarily in the United States and internationally. The company is structured into two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. It offers a range of services including an open architecture wealth management platform, data aggregation and reporting, digital advice capabilities, and software for trading, rebalancing, and client relationship management through its Tamarac platform. Additionally, Envestnet delivers goals-based financial planning solutions via MoneyGuide, and services for advisor-sold retirement plans through Envestnet Retirement Solutions. The company also provides research and consulting services to support financial advisors in developing investment strategies and optimizing portfolios. Envestnet primarily serves banks, wealth management firms, brokerages, and registered investment advisors, facilitating their business operations and enhancing client interactions. Founded in 1999, Envestnet is headquartered in Chicago, Illinois.
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