Wellington-Altus Forges Strategic Partnership With Envestnet To Provide Advisors With Cutting-Edge Solutions


WINNIPEG, MB, TORONTO, MONTREAL, and CHICAGO, December 14, 2021 / CNW / – Wellington-Altus Financial Inc. (Wellington-Altus), the first wealth consulting company in Canada*, and Envestnet, Inc., a leading provider of intelligent wealth management systems, announce strategic partnership to provide Wellington-Altus advisors with access to a unified financial wellness ecosystem supporting intelligently connected advisor and client experiences.

“We are moving forward at incredible speed and Investnet’s innovative ecosystem of portfolio management tools will ensure the sustainability of our business as we continue to attract top advisors and provide the gold standard. in terms of customer service, ”said Shaun Hauser, Founder & President, Wellington-Altus. “We all want to help our advisors and I have no doubts that they will feel the impact of this new technology on a daily basis. ”

Once the company migrates to the Envestnet ecosystem, advisors and portfolio managers will have access to in-depth data analytics from the Investnet company portal, enabling them to deliver hyper-financial plans and advice. -Personalized data-driven. Additionally, Investnet’s unified managed account platform streamlines the integration of third-party discretionary accounts into diversified global portfolios. For more information, please visit https://www.envestnet.com/products/uma.

“We are constantly looking to provide more advisors through North America with the data, solutions and technology they need to empower their customers to lead smart financial livesâ„¢“said Louis D’Addario, Managing Director and Head of Institutional Business Development, Envestnet.” The ability to help clients understand the impact of what they spend today on what they save tomorrow , and to incorporate tailor-made investment strategies that can help them improve and long-term results, is an asset Wellington-Altus continues to thrive in this ever-changing industry. ”

Like Wellington-Altus surpasses $ 20 billion in assets under administration, the company continues to grow exponentially and is built on a track record of innovating and prioritizing customer needs above all else.

“Our team of advisors and portfolio managers want sophisticated, personalized solutions that deliver end-to-end value to their practice and their clients,” said Danny stoller, Chief Executive Officer, Wellington-Altus. “It’s important to us that our team is equipped with the best technology on the market, and that’s what Investnet brings to the table. What we are building with Envestnet will dramatically improve our capabilities as a business.

Wellington-Altus and Envestnet are currently working on the implementation of the bespoke platform.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company of Wellington-Altus Private Counsel and Wellington-Altus Private Wealth — the highest rated * wealth advisory firm in Canada and one of from Canada Best Managed Companies. With over $ 20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful entrepreneurial advisors and portfolio managers and their high net worth clients.

* Investment director’s 2021 brokerage report sheet.

To know more about Wellington-Altus, please visit https://www.wellington-altus.ca/.

About Investnet

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial and wellness advice is delivered. Our mission is to empower financial advisers and service providers with innovative technologies, solutions and information to make financial wellness a reality for all. Almost 108,000 advisors and more than 6,000 companies, including 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs and hundreds of FinTech companies, leverage using Envestnet technology and services that help drive better results for businesses, advisors and their clients.

For more information, visit www.envestnet.com, subscribe to our blog and follow us on Twitter (@ENVintel) and LinkedIn.

SOURCE Wellington-Altus Financial Inc.

For further information: Sara Howe, Senior Director, Communications, Wellington-Altus Private Wealth, T. [email protected]; Dana Taormina, JConnelly for Envestnet, T. 973.647.4626, [email protected]



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