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Envestnet, Inc. provides integrated financial technology solutions for wealth management and financial data analytics. Its core segments include Wealth Solutions, offering software and services to advisors and institutions, and Data & Analytics, delivering data aggregation, AI-driven insights, and digital experiences. Serving over 108,000 advisors and major financial institutions, the company enables holistic advice, personalized portfolios, and operational efficiency through a scalable, open architecture platform.
This description was generated via AI from an annual report. Updated about 1 year ago.