The Work Index by Flexa

Envestnet, Inc

Envestnet is a leading provider of technology-enabled investment and practice management solutions for financial advisors and institutions.

6.7

/10

Transparency ranking

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Description

Envestnet is a leading provider of technology-enabled investment and practice management solutions for financial advisors. Their mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. The company offers a wide range of products and services, including wealth management technology, financial planning software, data and analytics, and wealth solutions. Their platform helps financial professionals to manage their business operations, client portfolios, and deliver personalized financial advice.

Envestnet serves a broad client base, including independent financial advisors, small and mid-sized financial advisory firms, and larger financial institutions. Their products and services are designed to address the needs of financial advisors, helping them to grow their businesses, expand client relationships, and improve client outcomes. Envestnet has a strong commitment to innovation and is constantly developing new products and services to meet the evolving needs of the financial services industry.

Flexibility

Envestnet offers a hybrid work environment, allowing employees to work both in the office and remotely. While some in-office work is required at either their Raleigh, NC or Berwyn, PA locations, the company embraces flexibility and provides opportunities for remote work.

Hybrid

Benefits

Envestnet offers a highly competitive compensation and benefits package to its employees. Benefits include comprehensive health benefits (medical, dental, and vision), paid time off (PTO) and volunteer time off (VTO), a 401k plan with company match, annual bonus incentives, parental stipend, tuition reimbursement, a student debt program, a charitable match program, a wellness program, and the opportunity to work on global projects with a diverse and energetic team.

Mission

Envestnet is a leading provider of technology-enabled investment and practice management solutions to financial advisors and institutions. Their mission is to empower advisors with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. They believe in helping people live an "Intelligent Financial Life" through their vast ecosystem of connected technology, advanced insights, and comprehensive solutions.

Automation
Data-driven
Disruptor
Tech for good

Culture

Envestnet cultivates a culture that values innovation, collaboration, and client-centricity. The company emphasizes a fast-paced, entrepreneurial environment, where employees are empowered to make a difference and contribute to the success of the business. They encourage a diverse and inclusive workplace, celebrating differences and fostering a sense of respect among team members. Envestnet promotes a strong sense of community and engagement, encouraging employees to participate in events, wellness programs, and charitable initiatives.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fast-paced
People-first
Progressive
Supportive
Transparent

DE&I

Envestnet is committed to fostering a diverse, equitable, and inclusive workplace. They promote this commitment through various initiatives, including a robust employee handbook that addresses human rights and human trafficking, a Supplier Code of Conduct that emphasizes ethical sourcing, and regular training programs for all employees on information security and diversity. They are also actively building a global workforce with a diverse range of skills and backgrounds, reflecting their dedication to creating a workplace where everyone feels valued and respected.

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