Envestnet
Adaptive WealthTech platform for advisors
Ranked #7 in Best wealth management software.
Envestnet is an adaptive wealthtech platform designed to help advisors deliver financial wellness. It provides innovative technology for the future of wealth management.
Company facts
| Social profiles | LinkedIn, X, YouTube |
Facilities and features
Its website also mentions:
- Integrations
What stands out
The product extends its capabilities through the acquisition of Vestmark.
“Envestnet to Acquire Vestmark, Extending its Capabilities to Meet the Advisor Market s Growing Demand”Envestnet, own website
Envestnet offers new AI Report Studio and expanded custom model solutions.
“New AI Report Studio, Expanded Custom Model Solutions, and Full MoneyGuide Integration Mark the”Envestnet, own website
How it ranks
Envestnet is ranked 7th of 10 in Best wealth management software (Lister Score 84.0).
#7 in Best wealth management software · Lister Score 84.0
Extends its capabilities through the acquisition of Vestmark.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 8.
“Envestnet helps advisors deliver financial wellness to more people Innovative technology for the future of wealth management.”Envestnet, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does Envestnet rank on Lister?
Envestnet is ranked 7th of 10 in Best wealth management software (Lister Score 84.0).