Envest Asset Management
- Company typePrivate
- Founded2019
- HeadquartersRidgefield, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Envest Asset Management firmographics
Firmographics- Name
- Envest Asset Management
- Legal name
- Envest Asset Management, LLC
- Website
- https://envestam.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Envest Asset Management industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sustainable/ESG Equity (Active) (FSAAAIAM)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where Envest Asset Management is headquartered
LocationHeadquarters
- HQ city
- Ridgefield
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Envest Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Assets Under Management (AUM) Fees: Percentage-based fees charged on total assets under management held at the firm's custodian. Fees decrease as AUM increases, creating an incentive for larger client relationships. This is the primary recurring revenue stream.
- Comprehensive Financial Planning Fees: One-time fees for comprehensive financial planning services without invested assets. Generally $5,000, payable in two installments (70% upon engagement, remaining upon plan delivery). For more complex engagements, fees may be higher or lower based on scope.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Combined Services (Financial Planning + Investment Management) - AUM-based pricing |
| One time/ perpetual license | Pay-as-you-go | Comprehensive Financial Planning (without invested assets) |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Envest Asset Management product offering
Product offeringCore offering
Envest Asset Management is a fee-only, fiduciary registered investment adviser that provides personalized investment management and comprehensive financial planning to individuals, families, small businesses, and non-profits. Its services are built around ESG and Socially Responsible Investing (SRI) principles, with additional offerings in business retirement plans (401k, SEP-IRA, 403b) and alternative investments including private equity funds, renewable energy certificates, and carbon credits.
Product overview
Envest Asset Management is a boutique financial advisory firm offering a unified suite of investment management and financial planning services centered on ESG (Environmental, Social, and Governance) and Socially Responsible Investing (SRI) principles. The core offering combines Financial Planning with Investment Management as a continuous service for clients seeking ongoing advisory relationships. Additional service modules include Business Services (401k, SEP-IRA, 403b plans), Alternative Investments (Private Equity Funds, Renewable Energy Certificates, Carbon Credits), and Comprehensive Financial Planning as a standalone roadmap. The firm operates exclusively on a fee-only fiduciary basis without product sales or commissions, serving individuals, families, small businesses, and non-profits.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment & Asset Management Ongoing investment and asset management services for individuals, families, small businesses, and non-profits, with portfolios aligned to clients' life stages, financial goals, and ESG/SRI principles. Includes personal investment accounts and IRAs (Traditional and Roth).
- Financial Planning Comprehensive financial planning services that map clients' current finances against future financial goals, covering cash flow, savings, debt, investments, and risk protection. Available as a one-time engagement (generally $5,000) or as part of an ongoing combined services relationship.
- ESG & Sustainable Investing (including SRI) Investment advisory service that integrates Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) principles into portfolio construction, treating ESG/SRI as a risk management framework. Invests in companies that lobby for social justice while avoiding companies with negative social effects, and supports positive environmental and social impact.
- Business Retirement Services Retirement plan services for small businesses and non-profits, including 401k Plans, SEP-IRA Plans, and 403b Plans, designed to align with business owner and organizational values.
- Alternative Investments Alternative investment vehicles offered to clients seeking greater ESG or SRI specificity in their portfolios, including Private Equity Funds, Renewable Energy Certificates, and Carbon Credits.
Companies that use Envest Asset Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Envest Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Envest Asset Management partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- Sierra Club ConnecticutminorJames Osborn arranged an event featuring panelists on advancing sustainability through legislation, corporate governance, and everyday living. Proceeds from the program were donated to Sierra Club Connecticut. Demonstrates commitment to environmental mission.
- Charles Schwab & Co., Inc.coreCharles Schwab serves as the primary custodian for client assets. Schwab provides the platform, products, programs and resources for independent advisors to serve clients. As a registered broker-dealer and SIPC member, Schwab is subject to regulations designed to protect assets held in brokerage accounts.
- Altruist Financial LLCminorAltruist provides a custodial platform for investment advisory services. Altruist Financial LLC and its clearing firm Apex Clearing Corporation are unaffiliated SEC-registered broker-dealers and FINRA/SIPC members.
- 1% for the PlanetcoreEnvest Asset Management is a member of 1% for the Planet, committing to donate 1% of annual sales to approved environmental organizations. This membership aligns with the firm's B Corp certification and sustainability mission.
- B LabcoreB Lab is the non-profit organization that certifies B Corporations. Envest Asset Management received B Corp Certification in February 2020, meeting the highest standards of social and environmental performance.
- Impact Growth Partners (Jen Gorin)minorJen Gorin, Founder of Impact Growth Partners (a CT-based Certified B Corp), helped companies maximize social and environmental impact. Provided commentary on EnvestAM's B Corp certification.
Scale indicators4 records
Envest Asset Management competitors and assessment
Company assessmentBroad incumbents
- Moneta Group: Large independent, fee-only RIA providing financial planning and investment management to HNW individuals, families, and institutions. Comparable in fee-only fiduciary model and services, but materially larger scale.
- Carson Group: Large national RIA and coaching platform serving independent financial advisors with technology, compliance, and back-office support. Comparable in core wealth advisory services but at materially larger scale and with broader offerings.
- Focus Financial Partners: National partnership of independent, fiduciary wealth management firms. A potential roll-up acquirer or strategic partner for a boutique RIA like EAM, and a benchmark for scaled fiduciary wealth management economics.
Emerging players
- Aspiration: Digital sustainable finance platform offering investment and banking products marketed to values-driven consumers. Competes in the same ESG/SRI demand pool as EAM but through a tech-enabled model rather than personal advisory.
- Swell Investing: Digital impact investing platform offering portfolios aligned with social and environmental values. Competes for the same values-driven retail/consumer end of the ESG demand pool as EAM, but through a fully digital, lower-fee model.
Direct peers
- Merit Financial Advisors: Fee-only RIA delivering comprehensive financial planning and investment management to individuals and families. Comparable in client segments, fee-only structure, and combined planning + investment management service model.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA providing investment management and financial planning to households nationwide. Comparable in fee-only model, fiduciary duty, and core financial planning + investment management offering.
- GreenAlpha Advisors: Small, sustainability-focused RIA building portfolios around next-economy and ESG companies. Direct peer in ESG-only niche with similar boutique client base and AUM-fee model.
- Natural Investments: Boutique fee-only RIA specializing in sustainable, responsible, and impact investing for individuals and institutions. Highly comparable to EAM in values-aligned positioning, fee-only fiduciary model, and boutique scale.
- RSF Social Finance: Mission-driven financial services organization providing investing, lending, and philanthropic services with a focus on social and environmental impact. Comparable values-aligned advisor with similar client segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Envest Asset Management social profiles
Digital presenceEnvest Asset Management compliance and trust
Trust signalCompliance6 records
Envest Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Envest Asset Management leadership team
Management profileNumber of profiles
Profiles2 records
Envest Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Envest Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Envest Asset Management
What does Envest Asset Management do?
Envest Asset Management is a fee-only, fiduciary registered investment adviser that provides personalized investment management and comprehensive financial planning to individuals, families, small businesses, and non-profits. Its services are built around ESG and Socially Responsible Investing (SRI) principles, with additional offerings in business retirement plans (401k, SEP-IRA, 403b) and alternative investments including private equity funds, renewable energy certificates, and carbon credits.
Is Envest Asset Management a public or private company?
Envest Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Envest Asset Management founded?
Envest Asset Management was founded in 2019. It employs 1 to 10 people.
Where is Envest Asset Management based?
Envest Asset Management is headquartered in Ridgefield, United States, in the North America region.
How does Envest Asset Management make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are comprehensive Financial Planning Fees.
Who are Envest Asset Management's main competitors?
Broad incumbents on record are Moneta Group, Carson Group and Focus Financial Partners. Emerging players are Aspiration and Swell Investing. Direct peers are Merit Financial Advisors, Buckingham Strategic Wealth, GreenAlpha Advisors, Natural Investments and RSF Social Finance.
Does Envest Asset Management have an API?
No public API is recorded for Envest Asset Management.
What industry is Envest Asset Management in?
Envest Asset Management's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAAAIAM, Sustainable/ESG Equity (Active), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.