Our story
Envizage was founded in 2014 in London by three former Morgan Stanley partners, acquiring Morgan Stanley’s patented holistic advice methodology and technology.
Today, Envizage enables financial services firms – including banks, insurers, retail asset managers and pension funds – to better understand, serve and engage with their customers.
Envizage’s software is easy to use either as an API or as whitelabel applications, and helps clients to provide unrivalled digital experiences across financial planning, advice, guidance and wellbeing.
With Envizage, you can help your customers achieve what matters the most to them, supporting them to achieve the best financial future possible.
Our values
1. We are a mission-driven company, and our mission is our North Star.
We exist to help individuals and households achieve their desired future outcomes. Everything we do as a company must align with this objective.
2. Our clients are how we reach our end users; their success is our success.
We must strike the right balance between commercial motivations and our mission.
3. To achieve our mission, we constantly learn, adopt, evolve and improve.
This applies to each of us as individuals, and to all of us as a team.
4. We secure and protect sensitive user information
We must always be conscious of bad actors and uphold our “data protection by design” culture.
5. We speak the truth and value transparency.
This holds true even when the messages may not be positive.
6. We respect and celebrate each others’ differences, circumstances and points of view.
We do so in good times and in bad times.
7. Our integrity is a key asset, and we will protect it.
When faced with a choice, we always choose the right option, not the easy option. When in doubt, we consult each other.
8. We strive to operate at the intersection of what we enjoy doing, what we are good at, and what fulfils our mission.
This won’t always be possible, but we will certainly strive towards it.
9. We are here for the long term.
Our mission is an important one. We will not let our focus be affected by short term noise.
10. We believe in the power of partnerships.
We aspire to be the best – globally – at what we do, and to partner with best-of-breed firms for other components and aspects
Our leadership team
“Envizage is that rare type of company that can truly enable large financial services firms to deliver better lifetime outcomes for their customers. Many want to do this, but they are simply unable to.”
“Our vision is to enable everyone, everywhere to make more informed financial decisions so they can enjoy the best possible future. We empower our clients to deliver next-gen financial planning that makes this a reality.”
“From a technology perspective we have built Envizage from the ground up, with a transparent API and cloud-ready technology stack that has been built to work with both the smallest and largest of organizations.”
Our board
Our advisors
Careers
We’ll always consider new people who can bring something different to our team. If that’s you, tell us a bit about yourself by emailing: careers@envizage.me