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5 things Envestnet is doing to grow even faster than most of its clients

The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

Author Brooke Southall May 28, 2013 at 6:05 AM
Admin:
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Jud Bergman: We've identified about a dozen advisors and two enterprises that want to be [involved] during this first period of introduction of the [quantitative portfolios].

Jeff Spears

Jeff Spears

May 28, 2013 — 9:48 PM

Envestnet’s platform is definitely scalable for the small to medium size RIA.

What will be of interest to me is can they build a compelling offering for the high end RIA that is scalable.

HighTower believes the answer to my question is yes.

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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