Envestnet

AI-powered financial wellness platform for advisors and financial institutions

AI Finance & InvestingPaid

Envestnet is a financial technology platform powering wealth management for financial advisors, broker-dealers, and banks. Its AI-driven data intelligence aggregates financial data across accounts to provide comprehensive financial wellness views, personalized financial planning recommendations, and managed account solutions. Envestnet's MoneyGuide planning software and Tamarac portfolio management integrate AI to help advisors deliver more personalized advice at scale. Broker-dealers standardizing their advisory platforms, banks offering AI-enhanced financial wellness to retail clients, and RIAs seeking integrated planning and portfolio management use Envestnet for its breadth of wealth management capabilities.

Key Features

• ✓Financial data aggregation
• ✓Planning software
• ✓Portfolio management
• ✓Advisor tools
• ✓Financial wellness