Bank / Wealth / TrustRIA · CRD 111694SEC-Registered

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Envestnet

Envestnet started in 1999. The US firm operates as a wealth manager and registered investment advisor. It delivers asset management, financial planning, and...

Envestnet logo

Envestnet

Envestnet started in 1999. The US firm operates as a wealth manager and registered investment advisor. It delivers asset management, financial planning, and portfolio management to individuals, corporations, and institutions.

General information

Firm type

Bank / Wealth / Trust

Year founded

1999

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chicago

Corporate office

150 North Riverside Plaza Suite 2050, Chicago, Illinois, United States

Frequently asked questions

What services does Envestnet provide?

Envestnet provides asset management, financial planning, and portfolio management to individuals, corporations, and institutions.

Where is Envestnet headquartered?

Envestnet is headquartered in Chicago, Illinois.

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