Arete Wealth Unveils Envestnet Partnership to Elevate Advisory Platform

Arete Wealth, a Chicago-based full-service broker-dealer and registered investment advisory firm, announced a partnership with wealth management technology provider Envestnet to enhance its advisory platform. The partnership aligns with Arete’s ongoing efforts to bolster its technology and service offerings, consistent with prior collaborations and industry trends.

Arete, with over $6 billion in assets under advisement across more than 100 offices, has a track record of integrating advanced platforms to support its over 300 advisors. The Envestnet partnership aims to leverage Envestnet’s roughly $6.5 trillion platform, known for its Unified Managed Account (UMA) capabilities, model portfolios, and direct indexing tools.

“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.”