Bringing you live news and features since 2006 

BizEquity partners with Envestnet to deliver business valuation and prospecting on ‘Env 2’ Platform

RELATED TOPICS​

BizEquity, an online provider of business valuation big data, has partnered with Envestnet (ENV), a wealth technology platform for advisors, to offer their patented cloud-based service product to Envestnet’s 60,000 wealth advisors through the Env 2 platform.

Through the partnership, Envestnet wealth advisors will be provided one free valuation and report from BizEquity that they can use to determine the value of their own business and that gives them the ability to advise clients of their business value. Additionally, Envestnet advisors will be given access to a weekly newsletter, the ‘Advisor Newsletter’ compiled for BizEquity by WSJ Pro.
 
Env 2 is the new version of the award winning Envestnet Advisor Platform, an enhanced advisor portal that works to manage wealth more effectively. BizEquity will be one of only 12 advisor-centric applications made available through the login through the Env 2 advisor portal.  
 
Michael M Carter, Founder & CEO of BizEquity, says: “BizEquity is proud to work with the industry’s leading wealth tech platform, Envestnet.  Envestnet advisors are known for being the best in the industry and through this partnership, we will provide them an unfair advantage in the market when seeking to prospect, engage, and deliver value to the over 27 million business owners in the US.”
 
Sean Lawlor, Vice President, Product Strategy at Envestnet, says: “Env 2 is the new platform that makes advisors lives more productive.  BizEquity represents one of the best of breed advisor centric technologies out there and leads the market in business owner engagement.  We are excited to have them on the platform.”
 
Bill Schiffman, Co-Founder of Schiffman, Grow & Co. and winner of the 2017 Envestnet Essential Advisor Award, adds: “I was one of Envestnet’s early adopters and have seen at first hand how they have made advisors’ lives easier and more productive. There are many similarities between BizEquity today and Envestnet in its early years. Both companies understand the value of harnessing big data for the benefit of their clients. They create content and technology for smart advisors to differentiate themselves from their competition. This partnership gives advisors another powerful tool to be leaders in the marketplace.”     

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by