Envestnet
Adaptive WealthTech platform for advisors
Envestnet is an adaptive wealthtech platform designed to help advisors deliver financial wellness. It provides innovative technology for the future of wealth management.
| Website | envestnet.com |
Company facts
| Social profiles | LinkedIn, X, YouTube |
Facilities and features
- 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
Strengths and trade-offs
- The product extends its capabilities through the acquisition of Vestmark.
- Envestnet offers new AI Report Studio and expanded custom model solutions.
Appears in
How Envestnet ranks
#7 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; 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
Alternatives to Envestnet
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
Questions about Envestnet
Where does Envestnet rank?
Envestnet is ranked #7 in Best wealth management software (Lister Score 84.0).
What are the best alternatives to Envestnet?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and eMoney Advisor (#3 in Best wealth management software).
Is this your company?
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