In Memoriam

Jud Bergman

Chairman and Chief Executive Officer

It is with immeasurable sadness that we share the news that Jud Bergman, our Chairman and Chief Executive Officer, passed away as the result of a terrible car accident on Thursday, Oct. 3. His wife, Mary Miller, also sadly perished in this tragedy. As Envestnet’s founder, Jud was a remarkable leader whose vision, brilliance and drive built the foundation for Envestnet’s success.

Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he always understood there was an important role for the human advisor—it was the combination of technology and the human advisor that provided the best result for the investor. As the industry evolved, Jud’s vison grew, but he was always focused on the end result for the investor, which was enhancing financial wellness and helping advisors drive better financial outcomes and improve lives.

We extend our most heartfelt condolences to Jud and Mary’s family. Our thoughts are with them at this most difficult time. Jud’s spirit will forever be the foundation of Envestnet.

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MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering:


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MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 11 years in a row.[1]

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MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services.

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[1] Financial Planning Tech Survey 2018
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What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.

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Play Zone®

Interact with Their Lifestyle

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Holistic Stress Testing

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Cash Flow

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