Envestnet

#14 in Financial Analytics

Berwyn, US

Products on G2

Total reviews

4.0

Avg. star rating

Envestnet | MoneyGuide ranks #14 in Financial Analytics.
Envestnet's 1 product span 2 categories on G2.
Small Business is the largest segment among reviewers, at 82.6%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Envestnet's products.

Page views and citations · Envestnet

Source: G2 review data

Losing to

Based on reviewers of other products who said they switched from Envestnet.

Asset-Map Holdings, Inc.

7 switched

eMoney Advisor, LLC.

1 switched

RightCapital

1 switched

Key stats

—

#14

Small Business

1999

2,818

Berwyn, US

Adoption by company size

Segment	Share of reviews
Small Business	82.6%
Mid-Market	13.0%
Enterprise	4.3%

Quarterly history

Quarter	Total reviews	Avg. rating

About Envestnet

Envestnet is a service provider of intelligent systems for wealth management and financial wellness. The company offers a suite of technology, data analytics, and advisory services designed to support financial advisors and institutions in delivering personalized solutions to their clients. Envestnet's platform includes capabilities for investment management, financial planning, and integrated data solutions, allowing for improved decision-making and client engagement. The company's offerings aim to enhance advisor productivity and streamline operations, enabling more effective wealth management strategies.

Products

Envestnet | MoneyGuide

by Envestnet · 23 reviews

4.0

Showing 1 of 1

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