Envestnet is a wealth management firm based in Berwyn, Pennsylvania that envestnet is a wealth management technology company that provides an integrated, open-architecture platform used by financial advisors to build and manage client portfolios. its offerings span portfolio management, a turnkey asset management program (tamp), managed account solutions, financial planning, data aggregation through yodlee, and analytics. the platform supports more than 111,000 financial advisors and over 20 million accounts. founded in 1999 and formerly listed on the new york stock exchange, envestnet was taken private by bain capital in a transaction valued at about 4.5 billion dollars that closed in november 2024. it is headquartered in berwyn, pennsylvania. They serve clients in United States. Envestnet is listed on The Token Playbook's vetted provider registry at thetokenplaybook.com/registry/envestnet.