The Top 25 WealthTech Companies of 2024 - The Financial Technology Report

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2. Envestnet Envestnet is a Pennsylvania-based provider of intelligent systems for wealth management and financial wellness. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets, the company supports over 109,000 advisors, 17 of the 20 largest US banks, 48 of the 50 largest wealth management and brokerage firms, and more than 500 of the largest RIAs.


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