Vendor
Envestnet
Envestnet provides financial advisors with a platform that integrates technology, solutions, and support for wealth management.
Bewryn, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Envestnet
Envestnet provides financial advisors with a platform that integrates technology, solutions, and support for wealth management.
Capability matrix
| Capability | Envestnet |
|---|---|
| Data Warehouse Services | ● |
| Online PMs / Robo Platforms | ● |
| Portfolio Management | ● |
| Proposal Generation | ● |
| TAMP Service Providers | ● |
Parent organization
Envestnet
Founded
2004
Scale
1 sector presence