Sean Meighan, Head of RIA Distribution for Envestnet, joined Zoe Hunt, Host of RIA Channel, at Envestnet Elevate 2026 to discuss how RIAs can leverage Envesnet’s technology to scale efficiently and sustainably.
Working closely with RIAs across the country, Meighan notes that firms are heavily focused on growth, both organically and through mergers and acquisitions. While increasing assets under management remains a priority, he emphasizes that the most successful firms are also managing operational costs. He adds that RIAs can leverage Envestnet’s technology platform to scale their businesses.
Whether an RIA has $100 million or $50 billion in assets under management, Meighan explains that Envestnet’s platform is built to support firms of every size. By automating trading and operational workflows, Envestnet allows advisors to spend more time delivering personalized client experiences and sophisticated planning for high-net-worth clients.
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