Envolve provides a comprehensive, modular technology solution for financial brokers and institutions to manage their entire client lifecycle. The platform integrates key operational components including client onboarding, KYC/AML verification, a sophisticated CRM system, a client portal (Trader's Room), and risk management tools. Envolve's mission is to streamline operations, enhance regulatory compliance, and improve the overall client experience for financial service providers by offering a centralized and automated platform.

Founded in

United States