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Goalsetter & Envestnet bring wealth building tools for financial advisors

By Delisha Fernandes

May 08, 2023

  • Credit
  • digital investing
  • Envestnet
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GoalsetterGoalsetter, a family financial education-focused spending and savings platform, has announced its partnership with Envestnet, a provider of intelligent systems for wealth management and financial wellness.

This partnership aims to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.

“At Envestnet, we are providing the technology, solutions and intelligence advisors need to help clients meet current financial obligations and long-term, future goals – what we call The Intelligent Financial Life,” said Dani Fava, Head of Product Innovation Envestnet Group. ”Ensuring advisors can engage all family members with innovative tools like Goalsetter’s financial education and savings platform means they can better help their clients build a foundation for achieving generational wealth while also providing valuable resources to clients and building recognition for their brand and business with the next generation.”

With Goalsetter, advisors can cut across generations by helping every family member to develop healthy relationships with money from a young age and better understand the critical tenets of saving, investing, managing credit and managing risk.

“We know that generational wealth is not attainable without generational knowledge,” says Tanya Van Court, CEO Goalsetter. “According to GoBankingRates, 90% of wealthy families lose their wealth by the third generation, and successful wealth managers are focused on helping families to mitigate that risk. Goalsetter’s education-first financial solutions are designed to transform family finance and financial acumen. Envestnet is a perfect partner to help us evolve the role of wealth managers from individual advisors to family-focused financial partners and supporters.”

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