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Wealth Management Platforms
Portfolio Management
Product
Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Headquarters
Mountain View, California
Seattle, Washington
Company size
501-1,000 employees
201-500 employees
Source updated
Oct 29, 2026
Oct 29, 2026
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Wealth Management Platforms
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