Envestnet
James Thomas has extensive experience in the financial technology sector, currently serving as Vice President of Platform Solutions at Envestnet, Inc. since October 2014, where responsibilities include delivering high-touch client solutions for major firms. Previous roles at Envestnet include Associate Vice President and Product Manager, during which James contributed to the development of a robo-advising software, Digital Advice, and the strategic planning tool Envestnet Logix. Additionally, James began a career in operations as an Operations Specialist, managing service requests and audit reporting. Prior to Envestnet, James served as a Tennis Instructor at Albemarle County Parks and Recreation. James holds a Bachelor of Business Administration in Finance from James Madison University.
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Envestnet
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Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.