Building the Ultimate RIA Technology Stack

Anuj currently serves as the Head of the Sales Engineering team within Envestnet’s Wealth organization. He is responsible for leading the team that provides guidance and consulting to organizations looking to engage with or expand their use of the Envestnet offering. Additionally, Anuj serves as a subject matter expert across multiple areas of Envestnet’s end-to-end solution.

Anuj has been in the financial services industry for 20-plus years, spending the last 10 with Envestnet. Over his career, he has held various advisor-facing roles in recruiting, product management, and relationship management. Anuj has also worked directly with high-net-worth investors, helping them with their complex needs.

Anuj earned a B.S.B.A. in Finance and Business Information Technology from American University and holds both the CIMA® and CPWA® designations. He also serves on the Board of Directors of the Investments and Wealth Institute, where he contributes strategic leadership and industry insight.

Brian Daley is the Principal Director of RIA Sales at Envestnet. With a wealth of experience serving financial advisors, Brian excels at helping Registered Investment Advisor (RIA) firms onboard, streamline, improve and scale their businesses using the Envestnet and Tamarac platforms. His expertise and dedication have made him a trusted partner for RIAs looking to enhance their operation efficiency and growth.

Under Brian’s guidance, RIA firms put into practice the comprehensive suite of technology and solutions offered by Envestnet and Tamarac to achieve significant growth. By integrating advanced portfolio management, reporting and client relationship management solutions, these firms can optimize their workflows, reduce operational costs, and deliver superior client experiences. Brian’s strategic insights and hands-on approach empower RIAs to harness the full potential of these platforms, driving innovation and scalability in their practices.