Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. is part of Envestnet, the leading adaptive WealthTech platform headquartered in Berwyn, Pennsylvania. With over 25 years of experience and trusted by more than a third of financial advisors in the U.S., Envestnet serves banks, brokerages, RIAs, and institutional clients through advanced portfolio solutions, manager research, and technology for financial wellness. The company focuses on holistic portfolio management, integrated technology, and delivering scalable, personalized advice. As of 2025, Envestnet manages approximately $6.5 trillion in assets across the broader platform, with the Portfolio Solutions subsidiary overseeing $26.1 billion in managed accounts. Backed by Bain Capital, Envestnet has 1001-5000 employees and continues to invest heavily in R&D to support evolving advisor needs.
Investment Strategy
Envestnet Portfolio Solutions, Inc. specializes in advanced, technology-driven portfolio solutions, providing sophisticated unified managed account (UMA) infrastructure, tax-aware trading, and flexible household modeling. The investment approach emphasizes delivering personalized, efficient, and scalable strategies for financial advisors, integrating alternatives and multi-custodial options to support high-net-worth clients and broader investor segments. Envestnet's philosophy centers around enabling advisors to deliver better outcomes via modular technology, actionable insights, and strong advisor-client engagement. Their strategy also includes portfolio analytics, proposal enhancements, and comprehensive consulting to meet evolving client needs.
Top Holdings
Equity Positions (1,491)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 6.92% | $1.88B | 18,959,615 | $96.01 | $99.20 | +$212.4M |
I IVV | ISHARES TR | 6.91% | $1.88B | 3,024,929 | $433.33 | $620.90 | -$366.0M |
I IWY | ISHARES TR | 4.56% | $1.24B | 5,027,841 | $162.11 | $246.51 | +$158.6M |
V VOO | VANGUARD INDEX FDS | 3.79% | $1.03B | 1,815,609 | $392.70 | $568.03 | +$95.1M |
A APUE | TRUST FOR PROFESSIONAL MANAG | 3.64% | $990.3M | 26,334,834 | $31.17 | $37.60 | +$45.9M |