FOR ADVISOR USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 9
Power the future of financial advice with Envestnet
Given the heightened competition, increased market pressure, and expanding client expectations, it is our belief that RIAs have to
embrace new ways of thinking and adopt forward-thinking approaches to secure their place in tomorrow's market. With the right
partner, you can successfully capitalize on these trends, boost your competitive advantage, and drive business growth for the long
term. At Envestnet, we're here to help you do that.
Our unique technology platform is designed to help RIAs operate more efficiently while delivering a superior level of service to
clients. Today, more than 1,800 RIAs, including nearly 40% of $1B+ RIA firms are using our solutions, who collectively manage over
$1.9 trillion in assets.
We help RIAs streamline and automate the wealth management process. With one of the most comprehensive platforms in the
industry, so you can spend more time building client relationships and positioning your business for success.
As a leader in the industry for
20+ years, our industry expertise
and specialized solutions equip
advisors to enhance financial
wellness while tackling the business
challenges of tomorrow, today.
Learn more
See firsthand how Envestnet can help your RIA practice,
visit envestnet.com/ria.
Our platform offers
Integtrated workflows to connect Envestnet's
ecosystem with proprietary or third-party solutions
Wealth solutions for more
personalized client portfolios
Data intelligence to target
opportunities and fuel growth
An advisor and client experience for
more robust digital engagegment
