Envestnet Partnership

SouthCol is pleased to partner with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.

Envestnet Logo

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 serves more than 108,000 advisors and 6,900 companies globally.*

Value of assets:

$5.8 trillion+

Investor Accounts:

19.1 million+



* All data as of 12/31/2023

~ SouthCol leverages Envestnet’s capabilities and resources for research, portfolio management, asset allocation, rebalancing, trading, and reporting.

~ Envestnet’s research and due diligence drive the selection of the more than 7,000 asset managers on the platform.

~ Quantitative Portfolios (QPs) are 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.