Network·Family Office

Envestnet Retirement Solutions, LLC

Unclaimed

📍 CHICAGO, IL

Family Officetechnology
www.envestnet.com

SEC CRD #801-79855

About

Everybody Deserves Financial Wellness | Envestnet Skip to main navigation Search Search Envestnet helps advisors deliver financial wellness to more people Innovative technology for the future of wealth management. Connect with us 1 Press Release 2 Press Release 3 Release Update Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates Toward Planning-Led Advice Fifth Annual Envestnet | MoneyGuide/Datos Insights Study Finds Comprehensive Services, Ongoing Engagement, and Clearer Fee Architecture are Becoming the Standard. Envestnet Elevate 2026: Nick Saban Announced as Keynote Speaker Annual Conference, Scheduled for May 19-20 at the Phoenix Convention Center, Focused on Accelerating Advisor Growth and Helping Advisors Meet Every Moment Envestnet Accelerates Adaptive WealthTech Innovation Advances Enterprise Data and AI Capabilities with First Platform Release of 2026 Using an ecosystem of solutions, intelligence, and technologies Explore the Ecosystem Hear from Envestnet customers We’re proud to invite our clients to tell their firm’s story and how Envestnet helped them with their wealth management technology. Learn more Explore the interconnected solutions that bring it all together 1 Trading 2 Proposal/Risk 3 Prospecting 4 Estate Legacy Planning 5 Direct Indexing 6 Tax Management 7 Data Aggregation 8 Data Enrichment Designed for the future of financial advice Asset Managers Get access to investment options and a full range of tools for modern tr

Key Contact

MG

MICHAEL G. LUGOWSKI

COMPLIANCE DIRECTOR

📞 (866) 318-4015

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Geographic Focus

ilunited states

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AUM

$16.3B

Location

CHICAGO, IL

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