Envestnet Phone Number

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800-382-5465

800-382-5465. Business Service Center. [email protected]. 888-382-4968. Search. search. Log in. For the best experience, download our mobile app here . Digital Banking eMoney Mortgage Wealthscape Investor Paycard Employee Login Commercial Safekeeping FH Digital Advisor Envestnet Trust Services.

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  • Frequently Asked Questions

  • What is Envestnet PMC?

    Envestnet | PMC (PMC) performs the research and due diligence that drives the selection of asset managers on the Envestnet platform. This gives PMC tremendous visibility and insight into the broadest possible range of asset managers and investment types.

  • Who is the senior investment analyst at Envestnet?

    Mr. Wei is a Senior Investment Analyst on Envestnet | PMC’s Research team. Prior to joining PMC, Mr. Wei served as a portfolio manager and analyst at FundQuest and was responsible for the oversight of separately managed accounts, as well as the management of client assets.

  • Who is the director of research strategy at Envestnet?

    Mr. Friederich serves as Director of Research Strategy at Envestnet | PMC and is responsible for leading the firm’s efforts on Envestnet’s Fund Strategist Portfolio (FSP) research and due diligence. He also serves on PMC’s Investment Committee.

  • How does Envestnet support advisors?

    Join us to see firsthand how Envestnet supports advisors to help their clients live a more intelligent financial life. Our unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people. Better intelligence. Better financial outcomes. Better lives.

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