Envestnet Partnership
SouthCol is pleased to partner with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.
Co-founded by SouthCol’s James Lumberg, Envestnet provides our firm with industry-leading technology, research, analytics, and intelligence. This delivers SouthCol’s personal service with the power of a global investment platform.
Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity.
Asset Managers on Platform:
900+
Value of Assets:
$6.5 trillion+
Investor Accounts:
20 million+
Source: Envestnet. All data is as of May 2025.
~ SouthCol leverages Envestnet’s open-architecture platform and resources for research, manager selection, portfolio management, asset allocation, rebalancing, trading, and reporting.
~ SouthCol utilizes QRG Capital Management’s (a subsidiary of Envestnet) Quantitative Portfolios (QPs), a suite of asset class-specific investments that blend the benefits of “beta” investing with the portfolio customization of managed accounts. This customization enables us to address important investor needs that can be overlooked by “one-size-fits-all” passive investments.