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Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System
EnvestnetEnvestnet(US:ENV) Prnewswireยท2024-09-23 12:00

Core Insights - Envestnet has been recognized as an industry leader at the 2024 WealthManagement.com Industry Awards, winning five awards including the Advisor Choice and Best Unified (All-in-One) System [1][3]. Awards and Recognition - Envestnet's awards include: - Advisor Choice Award for Best Technology Provider for Innovation Platforms - Best Unified (All-in-One) System for Wealth Management Platform - Best Insurance Offering for Access to Annuities via the Insurance Exchange and FIDx - Best Securities-Based Lending Offering accessed via the Advisor Credit Exchange Platform - Best Defined Contribution Investment Only Provider for the managed IRA solution with IRALogix [3]. Company Overview - Envestnet has been serving the wealth management industry for 25 years, managing over $6.2 trillion in platform assets and supporting more than 110,000 advisors [5]. - The company collaborates with 17 of the 20 largest U.S. banks and 48 of the 50 largest wealth management and brokerage firms, indicating a strong market presence [5]. - Envestnet's ecosystem is designed to enhance the delivery of financial advice through connected technology and comprehensive solutions [5].