When I founded Envestnet almost 20 years ago, my vision for the company was clear: to help independent advisors and…
Author: Jud Bergman
Jud Bergman is the chairman and CEO of Envestnet, Inc., whose operating system powers the financial wellness network and connects advisors, clients, enterprises and service providers in order to deliver better intelligence, drive better financial outcomes, and improve lives. He founded the firm in 1999 and has served as Chief Executive since, focusing on guiding the company’s strategy and overseeing its organizational and business development.