Envisage Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

What Envisage Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC does

Envisage Wealth is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, an SEC-registered investment adviser and FINRA/SIPC member broker-dealer ultimately owned by Ameriprise Financial, Inc. (NYSE: AMP). The practice provides personalized financial planning and investment management services to individuals and families, with stated focus on aligning investment strategy, tax planning, long-term decision making, and legacy planning across client life stages. Core service offerings include financial planning and advisory services, customized investment management, digital financial tools for account access, financial calculators, and educational content such as market insights and videos.

The practice is headquartered in Columbus, Ohio and operates five physical offices across Columbus (two locations), Athens, and Lancaster in Ohio, plus a Calabasas, California location, while serving clients nationwide. It employs 59 people and supports its client base through Ameriprise's digital platform, registration, and compliance infrastructure. Distribution is primarily relationship-based, supported by a multi-channel marketing approach including a website, content marketing, events and webinars, social media (Facebook, Instagram, LinkedIn), a client referral program, and complimentary initial consultations.

Revenue is generated through Ameriprise Financial Services, LLC via advisory fees, commissions on investment products, and fee-based planning services, with the practice operating as a branded team under the Ameriprise umbrella rather than an independent entity. The practice's 4.9/5 client satisfaction rating across 481 reviews and inclusion in Barron's Top 250 Private Wealth Management Teams (2026) indicate strong client retention and reputational standing within the Ameriprise advisor network.

Name

Envisage Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Legal name

Ameriprise Financial Services, LLC

Website

https://envisagewealth.com

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Short description

Envisage Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC serving individuals and families nationwide with personalized financial planning, investment management, and tax planning from five offices in Ohio and California.

Ownership category

akta.pro rank

Product category

Private Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Private wealth advisory
• Financial planning services
• Investment management
• Tax planning advisory
• Retirement planning

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: The practice generates revenue through Ameriprise Financial Services, LLC as a registered investment adviser and broker-dealer. Revenue is derived from advisory fees, commissions on investment products, and potentially fee-based planning services tailored to client needs and asset levels.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Envisage Wealth is a private wealth advisory practice that provides personalized financial planning, customized investment management, and tax planning services to individuals and families nationwide. The practice delivers financial advice tailored to each client's goals and life stages, supported by Ameriprise Financial's digital tools and secure platforms. Revenue is generated through advisory fees, commissions on investment products, and fee-based planning services.

Product overview

Envisage Wealth operates as a unified private wealth advisory practice offering integrated financial services rather than modular software products. The core offering combines personalized financial planning and advisory services with customized investment management. Supporting resources include digital financial tools for secure account access, financial calculators for planning purposes, and educational content including market insights, videos, and downloadable resources. The practice does not offer distinct software products or platform modules but rather delivers services directly through Ameriprise Financial's infrastructure.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Advisory Services Personalized financial advice services tailored to individual client goals at every life stage, including investment strategy alignment, tax planning, and long-term decision-making. Designed for individuals and families seeking comprehensive wealth management.
• Customized Investment Management Custom investment strategies and solutions designed based on individual client needs to help plan for financial goals and objectives. Delivered to individuals and families seeking tailored investment portfolios.

Quantifiable outcome

• 4.9/5 client satisfaction rating based on 481 reviews

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Ameriprise Financial Services, LLCcoreTechnology or IntegrationEnvisage Wealth operates as a private wealth advisory practice under Ameriprise Financial Services, LLC. The firm leverages Ameriprise's technology platform, digital tools, security infrastructure, compliance framework, and brand. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and broker-dealer (FINRA and SIPC member).

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Goldman Sachs Personal Financial Management: Goldman Sachs's mass-affluent and HNW advisory business providing financial planning, investment management, and wealth structuring. Comparable to Envisage in targeting affluent individuals and families, but as part of a global bulge-bracket bank.
• Morgan Stanley Wealth Management: Global financial services firm with a large U.S. wealth management arm serving HNW and UHNW clients with investment advisory, financial planning, and lending solutions. Comparable to Envisage in offering integrated wealth advisory to affluent households at much greater scale.
• Merrill Lynch Wealth Management: Bank of America's wealth management division offering investment advisory, financial planning, and banking services to affluent and HNW clients nationally. Comparable to Envisage in serving individuals and families with integrated wealth services, but at substantially larger scale.

Direct peers

• Edward Jones: Large U.S. financial advisory franchise with thousands of independent branch offices serving individuals and families with personalized investment, retirement, and estate planning. Operates a comparable relationship-led advisor model to Envisage Wealth at a similar per-branch scale.
• Carson Wealth: National wealth management firm serving individuals and families with financial planning, investment management, and advisor support. Comparable to Envisage as a multi-office advisory practice targeting affluent households.
• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and estate services to high-net-worth individuals and families. Comparable to Envisage in serving affluent clients with a relationship-led, planning-centric advisory model.
• Mariner Wealth Advisors: Independent national wealth advisory firm providing financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable to Envisage in integrated advice across investments, taxes, and legacy planning for affluent households.
• Raymond James Financial: Diversified financial services firm with a large advisor network offering wealth management, investment advisory, and financial planning to individuals and families. Comparable to Envisage as a broker-dealer-led private wealth advisory platform.
• Fidelity Wealth Services: Fidelity's wealth advisory business provides personalized financial planning, investment management, and wealth solutions to HNW individuals and households. Comparable to Envisage in offering integrated planning, investment, and digital tools to affluent clients.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering delivers personalized financial planning, investment management, and advisor-led services to retail and HNW clients. Comparable to Envisage in combining human advice with digital tools for affluent individuals and families.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/envisagewealth
• LinkedInlinkedin.com/company/envisage-wealth
• Instagraminstagram.com/envisagewealth

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Envisage Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC