Envestnet
Curated by SignalWealth management software suite connecting daily lives with financial goals.
Overview
Envestnet is a company that offers a suite of wealth management software aimed at improving operational efficiency for wealth managers and financial advisors. Its platform, known as Intelligent Financial Life™, incorporates various financial technology tools, such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets asset managers, registered investment advisors (RIAs), financial institutions, and professionals, focusing on the integration of daily financial activities with long-term objectives. The platform includes features for secure data aggregation and compliance, which support personalized financial advice and adherence to regulatory requirements. Furthermore, Envestnet provides application programming interfaces (APIs) that enable the creation of innovative financial solutions, aimed at improving operational efficiency and client engagement.
Key facts
- Founded
- 1999
- Headquarters
- Berwyn, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 8 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
Open roles
217 rolesSenior Director, Quality Assurance Engineering
Trivandrum, Kerala, India · On-site · Internship
Senior Product Business Analyst
United States · On-site · Internship
Lead AI Quality Assurance Engineer
Raleigh, NC · On-site · Internship
