BERWYN, PA — In a significant industry nod, Envestnet | PMC has been honored with the Asset Management Platform of the Year award at the WSR Wealth Exemplar Awards. The award, given by Wealth Solutions Report (WSR), acknowledges companies with substantial influence in the wealth management sector that operate as third-party asset managers and serve B2B wealth management platforms.
With nearly $347 billion in assets on its platform, Envestnet | PMC has established itself as a leading force in the investment advisory space. The firm’s unique “advisor to the advisor” approach offers a range of services under three main categories: research, consulting, and portfolios.
“We are honored to receive the Asset Management Platform of the Year Award from Wealth Solutions Report,” said Dana D’Auria, Co-Chief Investment Officer and Group President, Solutions, Envestnet. “This recognition underscores our unwavering dedication to driving growth for financial advisors through innovative solutions, robust research, and comprehensive support.”
The WSR Wealth Exemplar Awards program is highly selective, recognizing firms and executives who have made exceptional contributions to the wealth management industry. It also spotlights significant transactions that reflect and shape ongoing industry trends.
Larry Roth, CEO of Wealth Solutions Report and Finetric Media, praised the caliber of this year’s winners, saying, “Our dedicated team of seasoned editorial and research analyst professionals poured a tremendous amount of thought and deliberation into the selection process, and we are proud to announce a group of winners that includes Envestnet | PMC as our Asset Management Platform of the Year.”
As Envestnet’s portfolio consulting group, Envestnet | PMC boasts over 100 investment professionals and has researched more than 5,000 strategies across a variety of investments, including separately managed accounts (SMAs), mutual funds, ETFs, and alternative investments. The firm’s focus on empowering advisors to deepen relationships with their clients sets it apart in the marketplace.
This award win highlights Envestnet | PMC’s growing reputation as a leading wealth management platform, serving more independent assets, financial advisors, and accounts than any other player in the market. Moreover, it underlines the firm’s dedication to providing innovative solutions and robust research to support the growth of financial advisors.
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