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Envestnet, Inc. is a leading provider of software for financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago with offices in Boston, Denver, New York, Silicon Valley and Trivandrum, India. The firm has over $152 billion in total assets served and more than 910,000 investor accounts.* For more information on Envestnet, Inc. please go to


Case Study with Envestnet User

Kent Fitzpatrick, Managing Director
Asset Strategy Consultants

  • AUM: $150 million
  • ​Founded: 1991



Institutional Sales



Contact Us for a List of Envestnet/ByAllAccounts References.