Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions for financial advisors and institutions. Through its ecosystem of tools and data aggregation (including Yodlee), it enables 'The Intelligent Financial Life' for millions of consumers.
Brand Authority Index (BAI): 92/100
Archetype: Challenger
Category: Fintech / Wealth Management Technology
Part of: Bain Capital
https://optimly.ai/brand/envestnet
Last analyzed: April 11, 2026
Founded: 1999
Headquarters: Berwyn, Pennsylvania, USA