Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
Author: Jud Bergman
Jud Bergman is the chairman and CEO of Envestnet, Inc., whose operating system powers the financial wellness network and connects advisors, clients, enterprises and service providers in order to deliver better intelligence, drive better financial outcomes, and improve lives. He founded the firm in 1999 and has served as Chief Executive since, focusing on guiding the company’s strategy and overseeing its organizational and business development.