Envestnet (ENV) Jefferies Global FinTech Conference summary

Company overview and market position

• Leading U.S. wealth management platform focused on financial advisors, serving 109,000 clients and managing over $6 trillion in assets.

• Platform integrates complex financial lives for better advice and outcomes.

• Serves both wirehouse and independent advisors, with a foundation for future growth.

Strategic partnerships and ecosystem expansion

• Deepened relationships with BlackRock, Fidelity, Franklin Templeton, and State Street to deliver personalized investment strategies at scale.

• Partnerships enable advisors to access high-quality products and tools for scalable, personalized portfolio construction.

• FNZ partnership aims to launch in 2024, focusing on seamless advisor experience and custody solutions.

• Salesforce partnership enhances CRM connectivity for advisors.

Product innovation and platform development

• Unified Managed Account capabilities and bundled platform options support advisor productivity.

• Investment cycle and replatforming completed, enabling cross-sell and integrated offerings.

• Exchanges for insurance, credit, estate planning, and health seeded as minority investments, supporting holistic client solutions.