PHILADELPHIA, December 8, 2017 /PRNewswire/ --
BizEquity, the world's leading online provider of business
valuation big data, has partnered with Envestnet (NYSE:ENV), the
leading wealth technology platform for advisors, to offer their
patented cloud-based service and industry leading product to
Envestnet's 60,000 wealth advisors through the Env 2 platform.
(Logo:
http://mma.prnewswire.com/media/594075/BizEquity_Logo.jpg )
Through the partnership, Envestnet wealth advisors will be
provided one free valuation and report from BizEquity that they can
use to determine the value of their own business and that gives
them the ability to advise clients of their business value.
Additionally, Envestnet advisors will be given access to a weekly
newsletter, the 'Advisor Newsletter' compiled for BizEquity by WSJ
Pro.
Env 2 is the new version of the award winning Envestnet Advisor
Platform, an enhanced advisor portal that works to manage wealth
more effectively. BizEquity will be one of only 12
advisor-centric applications made available through the login
through the Env 2 advisor portal.
Michael M. Carter, Founder
& CEO of BizEquity, said:
"BizEquity is proud to work with the industry's leading wealth
tech platform, Envestnet. Envestnet advisors are known for
being the best in the industry and through this partnership, we
will provide them an unfair advantage in the market when seeking to
prospect, engage, and deliver value to the over 27 million business
owners in the US."
Sean Lawlor, Vice
President, Product Strategy at
Envestnet, Inc., said:
"Env 2 is the new platform that makes advisors lives more
productive. BizEquity represents one of the best of breed
advisor centric technologies out there and leads the market in
business owner engagement. We are excited to have them on the
platform."
Bill Schiffman, Co-Founder of
Schiffman, Grow & Co. and winner of the 2017 Envestnet
Essential Advisor Award, added:
"I was one of Envestnet's early adopters and have seen firsthand
how they have made advisors' lives easier and more productive.
There are many similarities between BizEquity today and Envestnet
in its early years. Both companies understand the value of
harnessing big data for the benefit of their clients. They create
content and technology for smart advisors to differentiate
themselves from their competition. This partnership gives advisors
another powerful tool to be leaders in the marketplace."
For more information please visit
http://www.BizEquity.com/Envestnetwelcome
BizEquity
BizEquity is the world's leading provider of business valuation
knowledge and big data. BizEquity has valued over 33 million
private businesses and distributes its patented cloud-based service
through thousands of financial advisors to help better inform small
businesses of their lending; insurance; and wealth management needs
and potential.
BizEquity is headquartered in Wayne,
Pennsylvania but has offices around the world in key markets
such as London; Singapore; and Delhi.
Some noteworthy accomplishments for the company include
BizEquity's CEO Michael M.
Carter being named one of the top 100 leaders in Global
Fintech; BizEquity being named one of the top 360 private companies
by Entrepreneur Media; and BizEquity winning the FinTech
growth and innovation award from Bank Director. BizEquity has
estimated through its clients feedback that it has helped its
advisor clients generate over $1billion in assets under management; insurance
premium; and commercial lending products all while helping their
business owner clients and prospects.
For more information, please visit: http://www.bizequity.com
For further information, please contact:
Richard Morgan Evans/Kathleen Edmondson/Olivia Hodgkinson
Morgan Rossiter
+44(0)203-195-3240
bizequity@morganrossiter.com
SOURCE BizEquity