Envestnet Asset Management Inc.
Envestnet Asset Management Inc is a leading investment adviser and financial technology firm founded in 1999 and headquartered in Berwyn, Pennsylvania. The company specializes in delivering investment management solutions, technology platforms, and wealth management tools to independent financial advisors, institutional clients, and financial services organizations in the United States and internationally. As of 2025, the firm employs approximately 3,000 professionals and operates as a core part of Envestnet, Inc. Envestnet’s platforms include data aggregation, analytics, portfolio management, and digital advice, serving advisors, asset managers, and institutional investors seeking operational efficiency and enhanced client outcomes.
Investment Strategy
Envestnet Asset Management provides a broad platform of investment management and advisory services through independent investment advisor firms, as well as directly to institutions such as pension plans and corporations. The firm’s investment strategy centers on offering personalized and scalable investment solutions, including Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), model portfolios, and access to both proprietary 'PMC' branded strategies and a broad suite of third-party strategist solutions. Their approach emphasizes open architecture, research-driven asset allocation, due diligence, risk management, and integrating advanced technology to enhance portfolio construction and client outcomes.
Top Holdings
Equity Positions (4,241)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.14% | $17.61B | 28,368,848 | $397.45 | $620.90 | -$2.44B |
V VOO | VANGUARD INDEX FDS | 1.98% | $6.77B | 11,926,171 | $350.57 | $568.03 | +$720.6M |
I IUSB | ISHARES TR | 1.82% | $6.25B | 135,102,602 | $48.22 | $46.23 | -$305.2M |
Q QUAL | ISHARES TR | 1.73% | $5.94B | 32,478,050 | $132.23 | $182.82 | +$494.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 1.66% | $5.68B | 99,706,551 | $47.42 | $57.01 | +$664.7M |