Envestnet, Inc. is a provider of financial planning, risk assessment tools, investment strategies and solutions. The Company operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services. This segment offers a range of services to advisors, which includes financial planning, investment strategies and solutions, risk assessment tools, asset allocation models, research, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing. The Envestnet Data & Analytics segment offers data aggregation and data intelligence platform. As an artificial intelligence (AI) and data specialist, it gathers, refines and aggregates a set of end user permissioned transaction level data and combines them with financial applications, reports, market research analysis and application programming interfaces (APIs) for its customers.