Envestnet Portfolio Solutions, Inc.

Overview

Envestnet Portfolio Solutions, Inc. is a corporate, SEC-registered advisory business that operates as a non-independent retail RIA. Founded in 1993, the firm serves individual and family clients as well as institutional relationships. Its business model combines percentage-of-AUM pricing with subscription and fixed-fee arrangements, and it also acts as a salesperson for other financial products. Advisory capabilities include portfolio management for individuals, small businesses and institutions, and the firm performs manager selection and allocation to third-party advisers. Envestnet Portfolio Solutions, Inc. identifies as an active ESG investor and maintains a range of industry roles and affiliations, including broker-dealer relationships, other investment-adviser activities, commodity pool/CTA involvement, insurance company links, and sponsor/GP roles for pooled vehicles.

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