Key Wealth Expands Strategic Relationship with Envestnet to Drive a Unified Experience for Advisors and Wealth Clients

Core Insights - Key Wealth and Envestnet have expanded their multi-year partnership to enhance wealth management services for Key Wealth advisors [1][2] - The collaboration aims to provide a next-generation wealth management platform with advanced tools for personalized financial planning and investment management [2] Company Overview - Key Wealth is the wealth management division of KeyCorp, which has approximately $61 billion in assets as of December 31, 2024 [3] - Key Wealth offers a range of services including financial planning, investment management, and fiduciary services, catering to high-net-worth (HNW), ultra-high-net-worth (UHNW), and institutional clients [3] Technology and Solutions - The partnership will grant Key Wealth advisors access to Envestnet's wealth management technology and data-driven solutions, enhancing client engagement and financial planning [2][5] - Envestnet's platform includes features such as digital client experience, integrated financial planning, and advanced portfolio management tools [6]