Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
Advisors serving clients with $5 million to $30 million in wealth—“mid-tier millionaires”—need more than portfolios. They need scale, specialization, and service. Envestnet is stepping up with a platform tailored to meet those evolving expectations.
Envestnet’s Gen BI and Insights AI are reshaping how advisors interact with data—transforming trillions in “digital exhaust” into real-time insights, personalized recommendations, and automated workflows. With full compliance baked in, the platform delivers scalable AI that advisors can actually use—securely, efficiently, and immediately.