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Arete Wealth has announced a new long-term partnership with Envestnet to expand and upgrade its advisory technology platform. The agreement brings together Arete Wealth’s growing network of financial professionals and Envestnet’s widely adopted wealth management technology to support portfolio management, client engagement, and operational performance.
Founded in 2007, Arete Wealth operates as a broker-dealer, registered investment advisor, and insurance platform, serving high-net-worth clients, institutions, and independent advisors through more than 60 offices nationwide. The firm has focused on building integrated advisory solutions and now reinforces its technology offering with Envestnet’s tools and services.
“An innovative, connected wealth management solution”
Joshua Rogers, Founder and CEO of Arete Wealth, said, “Our mission at Arete Wealth is to deliver an advisory platform that empowers financial professionals with the technology and resources they need to succeed. 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.”
Envestnet, which supports over a third of financial advisors in the United States and manages approximately $6.5 trillion in platform assets, is known for its suite of data intelligence, portfolio analytics, and workflow tools. The company’s platform is used across banks, RIAs, and brokerage firms to help financial professionals scale their services and improve outcomes for clients.
Molly Weiss, Group President of Wealth Management Platform at Envestnet, said, “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. 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.”
The partnership comes at a time of rapid growth for Arete Wealth. Since 2022, the firm has nearly doubled its Advisory Assets Under Management, and its outsourced RIA services—launched in 2024—have quadrupled in scale. The addition of Envestnet’s infrastructure is expected to support this upward trend, giving affiliated advisors the ability to streamline operations and expand their client offerings.
Arete Wealth has positioned itself as a provider of full-service financial planning, investment banking, and alternative investment access. The firm’s emphasis on compliance, scalability, and independent advisory support has driven its expansion into new markets and client segments.
With this move, Arete continues to invest in long-term partnerships that match its strategic focus on advisor-centric services. Envestnet’s role as a technology backbone will allow Arete to maintain agility as it grows, while providing its advisor network with tools designed for increasingly complex financial planning environments.
