"Our insights and analytics will be as good as the data we're provided. We can provide insights to the advisor about what that client might need. We look for opportunities, whether that's an underperforming account or an account that's not investing appropriately, given the client's risk. Then we surface insights to the advisor to say; you should have a conversation with this client because they might not be invested according to what is holistically the best thing for that client and their goals." Hear more from Molly Weiss on InvestmentNews. https://lnkd.in/eEYhxmqJ Disclosure: Potential transactions identified by the Insights Engine or Non-Managed Insights tool are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.
About us
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
- Website
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http://www.envestnet.com/
External link for Envestnet, Inc
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Berwyn, Pennsylvania
- Type
- Public Company
Locations
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Primary
1000 Chesterbrook Blvd
Berwyn, Pennsylvania 19312, US
Employees at Envestnet, Inc
Updates
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"Our attention has been focused on 'next best action.' That's really what defines Envestnet's insights engine. It's a collection of both business rule and machine learning-based models that help advisors analyze their book across multiple categories and surfacing to advisors what clients in their book of business qualify for that action." Hear more from Jeremi Karnell on InvestmentNews. https://lnkd.in/e-sAW6mq Disclosure: Potential transactions identified by the Insights Engine or Non-Managed Insights tool are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.
Helping advisors maximize revenue opportunities
https://www.investmentnews.com
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Envestnet, Inc reposted this
As we embark on the next chapter of Envestnet, Inc, with industry leading partners - led by Bain Capital, I’m excited to accelerate our long-term growth goals, and deliver for our clients in a holistic, effective manner. Click to read more as I discuss our strategy and how we help enable advisors to deliver better outcomes for their clients with ThinkAdvisor, Dana M. D'Auria, CFA and Molly Weiss: https://lnkd.in/eQjdM5Uu
'Bain Is Not Coming in Here to Cut': Envestnet Exec | ThinkAdvisor
thinkadvisor.com
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Envestnet, Inc reposted this
Always a pleasure to join Bloomberg Businessweek to discuss our acquisition by Bain Capital and news in the markets, focusing this week on big bank earnings. Click through to the 40-minute mark for my take: https://lnkd.in/eRqV-mNr Thanks Carol Massar and Tim Stenovec for having me!
Bloomberg Businessweek: Big Bank Earnings - Bloomberg
bloomberg.com
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As announced this week, we are thrilled about this exciting new chapter for Envestnet and Bain Capital. With our core mission in mind - to help all financial advisors grow and become more successful with the tools, technology, and solutions we offer – from institutional advisors to RIAs, we will continue to serve all business models and enable advisors to better serve clients across all stages of their financial lives. As we build the platform and solutions that will serve our clients completely and holistically, we remain focused on serving the RIA market with Envestnet | Tamarac and wealth technology and solutions, as well as integrating and bringing our Envestnet | MoneyGuide financial planning capabilities to more advisors – a central part of our long-term technology strategy. With Bain Capital, we will speed up our strong momentum and build on our scale and competitive advantage. Together, we will realize our vision to serve more advisors with more customized, holistic financial advice.
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Today, we’re excited to announce that Envestnet has entered into an agreement to be acquired by Bain Capital, in a go-private transaction valued at $4.5 billion. https://bit.ly/4bGLRjd In partnership with Bain Capital, we are focused on immediate and long-term strategies that allow us to deliver the wealth technology, solutions and service our clients rely on to grow and power their business. We remain committed to empowering advisors with our wealth technology platform, to help them serve their clients’ financial needs more holistically.
ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL
newsroom.envestnet.com
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Introducing our 2024 Advisor Perspectives Survey! This survey examines the current state of financial advisory practices and anticipated industry trends. As a leader in wealth management, we leverage our unique vantage point to explore how advisors plan to grow, scale, and protect their businesses for the future. Interested in learning more about these trends and insights? Dive into the details and read about the report here: https://lnkd.in/dzn29iF7
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Navigate the differences between cash flow and goals-based planning to prescribe the right plan for each client. https://lnkd.in/ezWrhgyb Discover the detailed tracking of cash flow planning for complex financial needs and the future-focused goals-based approach for clients with clear financial goals. Learn how Envestnet | MoneyGuide seamlessly integrates these strategies, offering a comprehensive platform that enhances financial planning and implementation. Elevate your advisory services and deliver personalized advice at every stage of your clients' financial journeys.
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As the need data grows, Decision Intelligence (DI) is emerging as pivotal in wealth management. https://lnkd.in/ebUh3vhp It has the potential to transform the decision-making process by enabling advisors and firms to make more informed and strategic decisions. By utilizing DI, wealth management firms can achieve a competitive edge through enhanced decision-making capabilities, leading to better client outcomes and business performance — and this is just the tip of the iceberg!
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Even with the large amount of tools available to advisors for servicing and acquiring clients, the growth and scale of a firm can be a challenge. From scaling, personalization, integrated technology, and independent fee-based advice, catch up on how advisors can approach their strategy for long-term results. https://lnkd.in/e3wHSUeZ
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
The wealth management industry is undergoing a transformation. Discover how firms are providing holistic advice to their clients by leveraging technology and personalized services. Join industry experts Chris Shutler, CFA, Head of Strategic Development & Market Intelligence at Envestnet, Inc, Andrew Besheer, Principal of Besheer & Associates and Scott Stathis, Founder and Managing Partner at Stathis Partners LLC as they uncover the secrets to success, including the importance of comprehensive financial planning and the impact of the great wealth transfer. https://bit.ly/3QY1knd
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$61.62
0.06 (0.097%)
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- 61.58
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- 61.56
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- 61.72
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