Envestnet Asset Management
Investment Details
Investor Type
Other
Asset Class Focus
Private Equity, Venture Capital, Hedge Funds, Real Estate, Commodities, Crypto, Fixed Income (Debt and Bonds), Infrastructure, ESG and Impact Investing, Distressed and Special Situations, Collectibles & Art
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, Denmark, Spain, Mexico, South Korea, Netherlands, New Zealand, Sweden, Norway, Finland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Industrial
- Transportation
- Consumer Services
- Basic Materials
- Consumer Non-Durables
Investment Size:
1,000,000 to 500,000,000 USD
Investor Details Founded: 1999
Envestnet Asset Management is a prominent firm specializing in investment management, asset management, and financial technology solutions. The company offers a comprehensive suite of services designed to empower financial advisors and institutions in delivering personalized and efficient wealth management. Their platform integrates various investment strategies, including private equity, venture capital, hedge funds, real estate, and alternative assets, catering to a diverse clientele seeking tailored financial solutions.
In recent years, Envestnet has expanded its offerings by partnering with leading asset managers such as BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. These collaborations aim to provide advisors with access to customized investment strategies, including professionally managed model portfolios with allocations to semi-liquid alternatives and alternative ETFs. This initiative reflects Envestnet's commitment to democratizing access to alternative investments and enhancing portfolio diversification for clients. Additionally, the company has been recognized for its contributions to the wealth management industry, receiving accolades such as the Asset Management Platform of the Year award from Wealth Solutions Report's inaugural Wealth Exemplar Awards Program in 2024. This recognition underscores Envestnet's role in transforming the advisor experience through innovative technology and comprehensive solutions.
Requirements
- Open to accredited investors
- Diversification across multiple asset classes
- Alignment with client's financial goals and risk tolerance
- Compliance with regulatory standards
- Due diligence process required
- Adherence to Envestnet's investment policies
- Commitment to long-term investment horizon
- Transparency in reporting and communication
Contact
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Portfolio Companies
- BlackRock
- Fidelity Investments
- Franklin Templeton
- State Street Global Advisors
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