Integrated Technology and Service Solution Provides Expanding
Advisory Firm with the Tools and Service to Drive Business Growth
Envestnet Inc. (NYSE: ENV), a leading provider of innovative investment
and practice management solutions for financial advisors, has announced
that Spire Investment Partners, LLC. ("Spire"), the parent company of
the nationally recognized Registered Investment Advisor, Spire Wealth
Management, LLC and a FINRA member firm, Spire Securities, LLC, with
$1.4 billion assets under management, has selected Envestnet's
integrated wealth management solution as a comprehensive and scalable
platform for its advisors to better serve their clients.
Envestnet's end-to-end platform is tailored and customized for financial
institutions and independent advisors to deliver client solutions at all
asset levels. It combines powerful analytic tools, dynamic reporting
utilities and other practice management applications to give advisors a
scalable, streamlined and integrated solution to best manage their
client outcomes and strengthen their practices.
"Spire's growth has been driven by attracting advisors who are seeking
the ideal balance between independence and maintaining the level of
technological sophistication they enjoyed while working for larger firms
and wirehouses," said Sean Mullen, Senior Vice President and Director of
Advisory Sales and Service, Envestnet. "Envestnet's wealth management
platform provides their advisors with an end-to-end solution that meets
their unique demands."
Spire provides advisors with the flexibility to choose whatever business
model or corporate entity they prefer. Advisors also have the ability to
select a variety of fee structures.
"Spire's investment in our advisors is rooted in providing them with all
of the tools, research and technology to make the best investment
decisions for their clients, without having to spend valuable time on
back office and administrative functions," said David Blisk, Chief
Executive Officer of Spire. "Envestnet's platform provides us with a
robust technology infrastructure to deliver on this commitment."
For more information about Envestnet, please contact Jami Schlicher at
973-850-7309 or firstname.lastname@example.org.
ABOUT ENVESTNET (NYSE: ENV)
Envestnet, Inc. (NYSE: ENV) is a leading independent provider of
integrated wealth management software and services to financial
advisors. Envestnet AdvisorSuite® software empowers advisors
to better manage client outcomes and strengthen their practice.
Envestnet also offers advanced portfolio solutions through its Portfolio
Management Consultants group, Envestnet|PMC®.
Envestnet|Vantage gives advisors an in-depth view of clients' various
investments, empowering them to give holistic, personalized advice.
Envestnet is headquartered in Chicago with offices in Boston, Denver,
New York, Sunnyvale, and Trivandrum, India. For more information on
Envestnet, please go to www.envestnet.com
or call our toll-free number: (855) 769-0806.
ABOUT SPIRE INVESTMENT PARTNERS, LLC.
Spire Investment Partners, LLC., a hybrid firm, is the parent of both a
SEC RIA and a FINRA member BD. Spire Investment Partners offers clearing
and custody access to the 5 major custodial platforms. Spire Investment
Partners is one of the most flexible RIA/BD combinations in the country.
Spire is built to leverage its open architecture and advanced technology
in building successful practices.
Spire Investment Partners is headquartered in McLean, Virginia with
advisors servicing clients across the country. For more information on
Spire Investment Partners, LLC., please go to www.joinspire.com
or call our toll free number: (800) 737-8907
Spire Wealth Management, LLC. is a Federally Registered Investment
Advisory Firm. Securities offered through an affiliate, Spire
Securities, LLC. Member FINRA / SIPC.
Jami Schlicher, 973-850-7309