Envestnet offers more than core TAMP functionality—it delivers scalable infrastructure, flexible architecture, and tax-optimized capabilities that help advisory firms grow efficiently without losing the personal touch. Whether you’re an RIA or a large broker-dealer, Envestnet’s enterprise-grade TAMP empowers you to scale smarter, not harder.
At AssetMark, we believe service is more than a function—it’s a relationship. And it’s the heartbeat of everything we do for the financial advisors we serve. Here’s what service looks like to us.
With the Common Application and other college admissions applications opening on August 1, now may be the perfect time for students to not only kick off their journey toward their dream school — but also to start exploring ways to graduate debt free.
Securing branded merchandise is typically time-consuming and hit-or-miss in terms of quality. Brand Swagger changes that. The site features a quality-first selection of products selected for utility and durability, and tailored to the needs of firms that serve high-net-worth clients.
A massive share of client wealth has long been locked away in workplace retirement accounts, out of reach for most financial advisors. Absolute Capital is breaking down that barrier with a purpose-built TAMP that offers direct access, scalable oversight, and institutional-quality management—without the operational drag.
At Elevate 2025, new CEO Chris Todd outlined a focused and tech-driven vision for Envestnet’s future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion through “build, partner, buy” analysis, and platform enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.
At Elevate 2025, Envestnet's new CEO Chris Todd outlined a focused and tech-driven vision for the platform's future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion and enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.
