America’s Best TAMPs Showcase - Flipbook - Page 36
2026 AMERICA’S BEST TAMPS
TM
ENVESTNET
Chris Todd
Chief Executive
Officer
Envestnet
1000 Chesterbrook Blvd, Ste 250, Berwyn, PA 19312
www.envestnet.com
Envestnet is the Adaptive WealthTech company that helps advisors
meet the moment with its comprehensive technology, insights, and
industry-leading support. This empowers advisors to make smart
decisions throughout every step of a client’s financial life. Backed by
25 years of experience and $7.0 trillion in platform assets, Envestnet
is trusted by over a third of all financial advisors across many leading
banks, wealth managers, brokerages, and RIAs.
Envestnet’s technology
empowers advisors to
personalize client relationships
at scale. Our turnkey asset
management platform (TAMP)
manages approximately
$646 billion in assets under
management and provides
access to tailored investment
strategies to 110,000
advisors. Through deepened
partnerships with major asset
managers like BlackRock,
Fidelity, Franklin Templeton,
State Street, and close to 600
other asset manager partners,
the platform streamlines
advisory businesses with
tools for data aggregation,
reporting, and more. But at its
core, our strength is enabling
personalized investments,
optimized asset allocation and
tax efficient strategies within
client portfolios. With the
demand from high-net-worth
individuals and clients for
highly tailored portfolios and
greater complexity, Envestnet
is helping advisors meet this
demand using technology
to foster deeper client
engagement, stickier assets,
and drive long-term growth.
In 2025, Envestnet expanded
its Unified Managed Account
platform with integrated
model portfolios that include
semi-liquid alternatives and
alternative ETFs, alongside
advisor-traded sleeves.
This helps advisors bring
institutional-style diversification
into client portfolios through a
single scalable TAMP workflow
– reducing implementation
complexity while supporting
more personalized allocations.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
INTEGRATED TRUST SERVICES
ACCOUNT REBALANCING
INTEGRATION WITH
3RD-PARTY PLATFORMS
INVESTMENT POLICY
STATEMENTS
PRODUCTIVITY
ALTERNATIVE INVESTMENTS
New business contact:
Michael Biondo
Principal Director, Business
Development
Email: michael.biondo@
envestnet.com
Website: www.envestnet.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Dana
Andrew
Erik
Sarah
Bauer
D’Auria Stavaridis Preus
Chief
ReHead
of
Co-Chief
Group
Asset
Investment lationship Head of
Officer &
ManageOfficer Group Head Investment ment
& Group of Wealth Solutions EngagePresident, Solutions
ment
Envestnet Distribution
Solutions
Type of Program:
Mutual funds, ETFs, direct
indexing, financial planning,
traditional SMA, model-only
SMA, UMA/UMH, third-party
strategists, high-net-worth
consulting, capital gains tax
management.
BEHAVIORAL FINANCE TRAINING
IPHONE OR ANDROID APP
CLIENT-FACING
PERFORMANCE REVIEWS
MARKETING SUPPORT
CLIENT PORTAL
MODEL MARKETPLACE
COMPLIANCE TOOLS
PRIVATE LABELING
Managers on Platform
Vetted: Yes
CUSTODIAN AGNOSTIC
RESEARCH & DUE DILIGENCE
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
Managers GIPS®
Compliant: Not required
CUSTOM REPORTING SUITE
SUCCESSION PLANNING
DIRECT INDEXING
TAX-LOSS HARVESTING
FINANCIAL PLANNING TOOLS
UNIFIED OR SMART BILLING
Total Assets in Program:
~$646 billion in AUM
(as of 09/30/2025)
Year Program Began: 1999
INSTITUTIONAL CLIENT SUPPORT
Disclosure
America’s Best TAMPs is a directory of investment outsourcing organizations catering
to financial intermediaries. Only firms with a minimum asset level of $200 million
were considered to be included. Envestnet paid compensation to The Wealth
Advisor in order to be included and this award is not indicative of Envestnet’s future
performance. The award was granted in December 2025 with evaluation based on the
previous calendar year.
*In connection with this relationship, Envestnet is compensated by the third-party
asset managers named above based on the value of assets invested in the models
participating in this program, which creates a conflict of interest. For more information
regarding the RIA Marketplace Program and related conflicts, please see Envestnet’s
Form ADV Part 2A.
36
Types of Products Available:
Advisor-directed UMA/
UMH, mutual fund wrap,
ETF models, SMAs, modelonly SMA, fund strategist
portfolios.
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Brokerages, RIAs, Trusts,
Dually Registered and Selfcustody
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: By asset
class, by sub-asset class, by
suitability, by risk tolerance
