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Robert Curtis
Founder, President & Co-Chief Executive Officer at Envestnet | Moneyguide
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Work Experience
Founder, President & Co-Chief Executive Officer
Present
Company Details
51-200 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
1985
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Insurance Carriers, Finance and Insurance
HQ Location
1588 Oakbridge Terrace Powhatan, VA 23139, US
Keywords
Financial Planning SoftwareAdvice DeliveryClient Acquisitiolife insuranceprint netplan analyticscustomize printmanagement life insurancecredit card debtstrategy modeling
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