Envestnet

Envestnet, based in San Jose, CA, is a leader in wealth management technology, dedicated to helping advisors deliver financial wellness to a broader audience. The company offers innovative solutions and an ecosystem of tools designed to enhance client experiences and accelerate growth for financial professionals and institutions alike.

With a focus on personalized investment strategies and partnerships with major asset managers, Envestnet empowers financial advisors and institutions to modernize their practices. Their comprehensive platform simplifies practice management, enabling professionals to prioritize client relationships while leveraging advanced technology for trading, reporting, and investment administration.

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