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Partners

For information on becoming a partner for our 2019 conference please contact our business development team:
Claire Bailey: clairebailey@campdenwealth.com or (212) 204-2587
Paul Ust:  paulust@campdenwealth.com or (212) 693-2792
 

 

PROFESSIONAL PARTNER

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
 
Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC®, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.
 
For further information please contact:
Brett Wayman
VP, Impact Investing
T: 303-824-8225
C: 678-908-3308
Twitter: @ENVintel