Arete Wealth Announces Partnership with Envestnet to Enhance Advisory Platform

Top Broker-Dealer Continues Technology Expansion to Elevate Advisory Solutions

CHICAGO, April 9, 2025 /PRNewswire/ -- Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce the execution of a new long-term contract with Envestnet, a recognized leader in innovative wealth management technology.

By integrating Envestnet's advanced capabilities, Arete Wealth continues to provide its corporate RIA and affiliated independent RIAs with advisory technology and enhanced tools to optimize portfolio management, client engagement, and operational efficiency.

Envestnet has been widely recognized for its industry-leading technology and is known as a pioneer in financial technology.

"Our mission at Arete Wealth is to deliver an advisory platform that empowers financial professionals with the technology and resources they need to succeed," said Joshua Rogers, Founder & CEO of Arete Wealth. "This partnership with Envestnet is a testament to that commitment, ensuring that our Corporate RIA and Independent RIAs have access to an innovative, connected wealth management solution."

Since 2022, Arete Wealth has experienced significant growth, with its Advisory Assets Under Management (AUM) nearly doubling. Additionally, Arete's outsourced services for independent RIAs has quadrupled since its launch in 2024, underscoring the firm's expanding footprint in the financial advisory landscape. The integration of Envestnet's technology will further support this trajectory, providing advisors with the tools needed to drive efficiency, enhance client experiences, and scale their businesses.

"Our collaboration with Arete Wealth is built on our shared vision of delivering comprehensive and innovative solutions designed for financial advisors and their complex clients," said Molly Weiss, Group President, Wealth Management Platform, Envestnet. "We look forward to supporting Arete Wealth's advisors with our integrated technology, data intelligence, and wealth solutions to help them grow their businesses and better serve their clients."

Arete Wealth remains committed to fostering strategic partnerships that bring best-in-class solutions to its advisors and clients. With this latest initiative, the firm strengthens its position as a leader in the independent wealth management space.

About Arete Wealth

Founded in 2007 and headquartered in Chicago, Arete Wealth is a premier independent wealth management firm, investment bank, and registered investment advisor. The firm provides sophisticated financial solutions through institutional, full-service, and direct-to-consumer investment channels. Arete Wealth specializes in alternative investments, venture capital, private equity, investment banking, and financial and estate planning, serving high-net-worth individuals, institutions, RIAs, family offices, and investment sponsors. With over 60 offices nationwide, Arete Wealth is consistently ranked among the top independent hybrid broker-dealers in the U.S. Learn more at www.aretewealth.com.

About Envestnet

Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).

SOURCE Arete Wealth