It’s one thing to develop a tech platform that revolutionizes a business. But it’s another to make sure that potential clients understand its full value.


Building a more relevant brand experience

Envestnet needed better branding to support its core business — a Web-based platform that enables independent financial advisors to better compete by delivering research, trading and investment management capabilities of much larger institutions. To clarify its offerings, we created a meaningful product framework, one built around the things advisors actually do: Advise, Invest, Manage and Report. We then re-architected and redesigned everything from the company’s visual identity and Web experience to sales collateral, client presentations and trade-show environments.


  • Brand Development
  • Mobile & Web
  • Marketing & Sales Enablement
  • Branded Environments
  • CSR & Annual Reports
  • Employee Communications