About

Empowering Financial Advisors with Innovative Technology

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.

Industry Classifications


Sector

Technology

Industry

Software

NAICS

Software Publishers (511210)

SIC

Business Services, Not Elsewhere Classified (7379)

Envestnet, Inc. at a Glance

35M+

Paid subscribers

$4.6T+

Total Platform Assets

17K+

Data Sources

106K+

Advisors

As of Dec. 31, 2020 • 10-K Q4 2020

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