BERWYN, PA — Envestnet (NYSE: ENV) has solidified its status as a leader in the financial services sector by winning five prestigious awards at the 2024 WealthManagement.com Industry Awards, also known as the “Wealthies.” Among the accolades, Envestnet secured the Advisor Choice Award for Best Technology Provider for Innovation Platforms and took top honors for Best Unified (All-in-One) System.
The WealthManagement.com Industry Awards, now celebrating its 10th year, recognizes outstanding achievements in supporting financial advisor success. The selection process evaluated both quantitative measures, such as scope and adoption, and qualitative factors like innovation and creativity.
Envestnet’s winning entries included the Best Insurance Offering for its access to annuities via the Insurance Exchange and FIDx, and the Best Securities-Based Lending Offering through the Advisor Credit Exchange Platform. Their collaboration with Morningstar to provide a managed IRA solution also earned them the title of Best Defined Contribution Investment Only Provider.
“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,” remarked Molly Weiss, Group President, Wealth Management Platform at Envestnet. “Winning multiple awards this year highlights the breadth, strength, and scale of our ecosystem—from our Wealth Management Platform to our comprehensive suite of solutions that can help advisors solve for clients’ financial needs. Above all, the trust our clients and partners place in our products and technology is a tremendous source of pride.”
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