GK
Grant Knight
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Work Experience
Csa
Dec 2015 - Present · 9 years
Investment Consultant And Operations
Mar 2015 - Present · 9 years and 9 months
Personal Banker
Dec 2013 - Feb 2015 · 1 years and 2 months
Company Details
501-1000 Employees
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6.2 trillion in platform assets—more than 110,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 6/30/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
Year Founded
2000
Social Media
Linkedin
Industry
Software Development
HQ Location
1000 Chesterbrook Blvd Berwyn, Pennsylvania 19312, US
Keywords
Portfolio management and performance reportingPortfolio monitoringrebalancing and tradingCRMOutsourced portfolio accounting services
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