Insights

Innovative Client Engagement Finance Logix offers a highly dynamic and intuitive financial planning platform that emphasizes client education and visualization, making it ideal for firms seeking to enhance client acquisition and retention through engaging and user-friendly tools.

Strategic Partnerships Recent collaboration with Amrita Financial indicates a strong interest in forming strategic alliances, presenting opportunities to offer complementary services or integrations to expand market reach.

Market Positioning Operating in a competitive landscape alongside companies like Advyzon and eMoney Advisor with similar revenue ranges, Finance Logix can differentiate through its speed, agility, and client-centric interface to capture niche segments.

Growth Potential With a revenue range of 1M to 10M and a specialized platform built for large-scale financial advice, there is significant upside in targeting mid-tier financial advisory firms looking to upgrade their planning tools.

Technology Adoption Utilizing a modern tech stack including WordPress, Cloudways, and Google Analytics, Finance Logix demonstrates a commitment to scalability and data-driven decision making, opening opportunities for sales of advanced analytics, hosting solutions, and customization services.

Similar companies to Envestnet | Finance Logix

Envestnet | Finance Logix Tech Stack

Envestnet | Finance Logix uses 8 technology products and services including Site Kit, Unpkg, WordPress, and more. Explore Envestnet | Finance Logix's tech stack below.

Site Kit
Analytics
Unpkg
Content Delivery Network
WordPress
Content Management System
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
Cloudways
Platform As A Service
PHP
Programming Languages
Google Analytics
Web Analytics

Media & News

Amrita Financial, Inc. partnered with Financelogix on Apr 11th '22.
Early last week Amrita Financial announced that Amrita Financial had entered into a strategic partnership with Finance Logix.
Apr 17, 2022 | amritafinancial.com

Envestnet | Finance Logix's Email Address Formats

Envestnet | Finance Logix uses at least 1 format(s):

Envestnet \| Finance Logix Email Formats	Example	Percentage
FLast@financelogix.com	JDoe@financelogix.com	40%
FirstL@financelogix.com	JohnD@financelogix.com	10%
FLast@financelogix.com	JDoe@financelogix.com	40%
FirstL@financelogix.com	JohnD@financelogix.com	10%

Frequently Asked Questions

Where is Envestnet | Finance Logix's headquarters located?

Envestnet | Finance Logix's main headquarters is located at 5151 East Broadway Boulevard, Suite 620. The company has employees across 1 continents, including North America.

What is Envestnet | Finance Logix's phone number?

You can contact Envestnet | Finance Logix's main corporate office by phone at

+1-800-557-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Envestnet | Finance Logix's official website and social media links?

Envestnet | Finance Logix's official website is financelogix.com and has social profiles on LinkedIn.

What is Envestnet | Finance Logix's NAICS code?

Envestnet | Finance Logix's NAICS code is 5112 - Software Publishers.

How many employees does Envestnet | Finance Logix have currently?

As of December 2025, Envestnet | Finance Logix has approximately 11 employees across 1 continents, including North America. Key team members include Avp Software Development Lead: Z. S.Software Engineer: A. F.Product Coordinator: R. M.. Explore Envestnet | Finance Logix's employee directory with LeadIQ.

What industry does Envestnet | Finance Logix belong to?

Envestnet | Finance Logix operates in the Software Development industry.

What technology does Envestnet | Finance Logix use?

Envestnet | Finance Logix's tech stack includes Site KitUnpkgWordPressoEmbedjQuery MigrateCloudwaysPHPGoogle Analytics.

What is Envestnet | Finance Logix's email format?

Envestnet | Finance Logix's email format typically follows the pattern of FLast@financelogix.com. Find more Envestnet | Finance Logix email formats with LeadIQ.

Envestnet | Finance Logix

Q: How many employees does Envestnet | Finance Logix have currently?

Envestnet | Finance Logix has approximately 11 employees.

Q: What technology does Envestnet | Finance Logix use?

Envestnet | Finance Logix's tech stack includes Cloudflare, Site Kit, Google Workspace, HTTP/3, Cloudflare Bot Management.

Software DevelopmentArizona, United States11-50 Employees

Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning products provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.

The speed and agility of the “what-if” results and the use of dynamic sliders is unmatched in the industry. Finance Logix is a visual, dynamic and comprehensive product built on a complex and scalable financial engine used by large enterprises to deliver financial advice for over 10 years.