BERWYN, PA — Envestnet (NYSE: ENV) has been honored across multiple categories at the 2024 WealthManagement.com Industry Awards, commonly known as the “Wealthies.” The company secured five awards, demonstrating its outstanding contributions to the financial advisory sector. Among the accolades, Envestnet was recognized with top honors for Advisor Choice and Best Unified (All-in-One) System, underscoring its role as a pioneer in wealth management technology.
The WealthManagement.com Industry Awards, now in its tenth year, celebrate excellence in the support of financial advisor success. Winners are selected based on quantitative criteria—such as scope, scale, and adoption—and qualitative factors like innovation, creativity, and novel delivery methods.
Envestnet’s notable victories at the 2024 Wealthies include:
- Advisor Choice Award: Best Technology Provider for Innovation Platforms
- Best Unified (All-in-One) System: Wealth Management Platform
- Best Insurance Offering: 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: Managed IRA solution with Morningstar and IRALogix
Molly Weiss, Group President of Wealth Management Platform at Envestnet, expressed her appreciation for the recognition, saying, “Through the hard work and commitment of our product teams, we’ve been recognized for our Unified ‘all-in-one’ Wealth Management System, and seeing that effort recognized with the ‘Wealthies’ Advisor Choice Award makes it even more rewarding.” Weiss emphasized that winning multiple awards highlights the extensive capabilities of Envestnet’s ecosystem, which includes a comprehensive suite of solutions tailored to meet the diverse financial needs of clients.
These achievements not only reflect Envestnet’s dedication to innovation and excellence but also the trust placed in its products and technology by clients and partners, setting a benchmark for the industry.
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