BizEquity Partners with Envestnet

PHILADELPHIA, December 8, 2017

BizEquity, the world’s leading online provider of business valuation big data, has partnered with Envestnet, the leading wealth technology platform for advisors, to offer their patented cloud-based service and industry leading product to Envestnet’s 60,000 wealth advisors through the Env 2 platform.

Through the partnership, Envestnet wealth advisors will be provided one free valuation and report from BizEquity that they can use to determine the value of their own business and that gives them the ability to advise clients of their business value. Additionally, Envestnet advisors will be given access to a weekly newsletter, the ‘Advisor Newsletter’ compiled for BizEquity by WSJ Pro.

Env 2 is the new version of the award winning Envestnet Advisor Platform, an enhanced advisor portal that works to manage wealth more effectively. BizEquity will be one of only 12 advisor-centric applications made available through the login through the Env 2 advisor portal.

Michael M. Carter, Founder & CEO of BizEquity, said: “BizEquity is proud to work with the industry’s leading wealth tech platform, Envestnet. Envestnet advisors are known for being the best in the industry and through this partnership, we will provide them an unfair advantage in the market when seeking to prospect, engage, and deliver value to the over 27 million business owners in the US.”

Sean Lawlor, Vice President, Product Strategy at Envestnet, Inc., said: “Env 2 is the new platform that makes advisors lives more productive. BizEquity represents one of the best of breed advisor centric technologies out there and leads the market in business owner engagement. We are excited to have them on the platform.”

Bill Schiffman, Co-Founder of Schiffman, Grow & Co. and winner of the 2017 Envestnet Essential Advisor Award, added: “I was one of Envestnet’s early adopters and have seen firsthand how they have made advisors’ lives easier and more productive. There are many similarities between BizEquity today and Envestnet in its early years. Both companies understand the value of harnessing big data for the benefit of their clients. They create content and technology for smart advisors to differentiate themselves from their competition. This partnership gives advisors another powerful tool to be leaders in the marketplace.”

About BizEquity

BizEquity is the world’s leading provider of business valuation knowledge and big data. BizEquity has valued over 33 million private businesses and distributes its patented cloud-based service through thousands of financial advisors to help better inform small businesses of their lending; insurance; and wealth management needs and potential.