Arete Wealth Strengthens Advisory Platform with Envestnet

Arete Wealth Partners with Envestnet to Enhance Services

Arete Wealth, a prominent broker-dealer and registered investment advisory firm, has announced an exciting partnership with Envestnet, a leader in wealth management technology. This collaboration is set to expand Arete Wealth's advisory platform significantly, integrating advanced technology to better support financial advisors.

Transforming Advisory Solutions for Financial Professionals

With this partnership, Arete Wealth aims to equip its corporate RIA and affiliated independent RIAs with an innovative set of tools designed for superior portfolio management and enhanced client engagement. The integration of Envestnet's technology underscores Arete Wealth's commitment to empowering financial professionals, allowing them to operate more efficiently and effectively.

What the Partnership Means for Advisors

According to Joshua Rogers, Founder and CEO of Arete Wealth, "This partnership with Envestnet is a testament to our commitment to delivering an advisory platform that empowers financial professionals. We are dedicated to providing the technology and resources necessary for their success." This clear focus on advisor support is poised to provide a competitive edge within the financial advisory sector.

Significant Growth and Expansion

Since its inception in 2007, Arete Wealth has seen remarkable growth. Recently, the firm's Advisory Assets Under Management (AUM) have nearly doubled, demonstrating strong demand for their services. Additionally, their outsourced services for independent RIAs have quadrupled since 2024, indicating robust interest in their offerings and a larger market presence.

Enhancing Client Experience and Operational Efficiency

The partnership with Envestnet will allow Arete Wealth advisors to leverage cutting-edge technology for enhanced client interactions. This integration is designed to streamline operations, thereby improving productivity and allowing advisors to focus more intently on client needs.

Building a Future of Comprehensive Solutions

Molly Weiss, Group President of the Wealth Management Platform at Envestnet, stated, "Our collaboration is built on a shared vision. We aim to deliver comprehensive and innovative solutions to meet the intricacies of financial advisory work." This synergy between Arete Wealth and Envestnet is poised to not only benefit the advisors but ultimately enhance client outcomes.

The Importance of Strategic Partnerships

Arete Wealth's dedication to forming strategic partnerships continues to elevate its service standards. By solidifying their relationship with Envestnet, the firm reaffirms its commitment to providing best-in-class solutions to both advisors and clients. This strategic move is likely to strengthen Arete’s leading position in the independent wealth management sector while ensuring advisors are well-equipped to meet client demands.

About Arete Wealth

Founded in 2007, Arete Wealth has positioned itself as a premier independent wealth management firm. Headquartered in a major city, the firm specializes in a wide range of financial solutions including alternative investments, private equity, and estate planning. With over 60 offices across the nation, Arete Wealth serves a diverse clientele, including high-net-worth individuals and investment advisors, consistently ranking among the top independent broker-dealers in the industry.

About Envestnet

Envestnet is a forward-thinking company that is reshaping the wealth management industry. With 25 years of experience and approximately $6.5 trillion in platform assets, Envestnet provides sophisticated technology and services relied upon by a significant portion of financial advisors. Their commitment to transforming financial advisory into a tech-driven process is evident, with a focus on delivering better outcomes for clients and driving business growth.

Frequently Asked Questions

What does the partnership between Arete Wealth and Envestnet entail?

It involves integrating Envestnet's advanced technology into Arete Wealth's advisory platform to improve portfolio management and client engagement.

How has Arete Wealth's business grown recently?

Arete Wealth's Advisory Assets Under Management have nearly doubled, and its outsourced services for independent RIAs have quadrupled since 2024.

What is the focus of Arete Wealth's services?

Arete Wealth specializes in alternative investments, private equity, and comprehensive estate planning services for high-net-worth clients and investment advisors.

How does Envestnet support financial advisors?

Envestnet provides technology solutions that enhance the delivery of financial advice, helping advisors improve productivity and client outcomes.

What is the significance of this partnership?

This collaboration positions Arete Wealth to lead in market innovation and effectively meet the needs of financial advisors and their clients.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

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