Envestnet is playing a leading role in driving the growth of wealth managers and transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights, and comprehensive solutions—supported by industry-leading service and support. With 25 years of experience in the wealth management industry and more than $6.2 trillion in platform assets, Envestnet serves over 110,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, and more than 500 of the largest Registered Investment Advisors (RIAs). Thousands of companies rely on Envestnet’s technology and services to drive business growth, enhance productivity, and deliver better outcomes for their clients. The data is current as of 6/30/24.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information on how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected for the latest updates and insights on LinkedIn and X (@ENVintel).