Envestnet is listed in the Buyside Fintech directory with 3 products. Its products are listed under client reporting and fee billing. Those include BillFin, Revenue Manager, Wealth Manager (billing). Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by Envestnet. Practitioners at firms that use Envestnet can review it here, and the company may reply to a review but may not write one.
How Envestnet describes itself
Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful financial advice to their clients.
Envestnet’s own website, read 2026-08-30
Their words, not ours. We publish it so you can see how a company positions itself; it is not an assessment and nothing in it has been checked.
Envestnet products
BillFin
Lightweight advisory fee billing for RIAs and independent advisors, the entry tier of the Envestnet billing line.
Confirmed on the vendor's own site · source · 2026-10-11
Revenue Manager
Enterprise revenue and fee billing engine for asset managers with a rules engine for negotiated and tiered fee terms, multi-currency calculation and general ledger integration.
Confirmed on the vendor's own site · source · 2026-10-11
Wealth Manager (billing)
High-volume client billing, fee disclosure and payout processing for managed account programs at wealth managers and broker-dealers.
Confirmed on the vendor's own site · source · 2026-10-11
What practitioners say
Questions and notes