As the Head of Envestnet Data Solutions, Jeremi leads a team of data analysts and scientists dedicated to advancing data-driven decision-making and business intelligence for Wealth Enterprises, Advisors, RIAs, and Asset Managers. They oversee a broad range of wealth data and analytic solutions, including Envestnet’s Wealth Data Platform, Insights Engine, Manager Analytics, RIA Analytics, and customer-facing AI initiatives.
Previously, Jeremi was the co-founder and CEO of Truelytics, a FinTech startup that created SaaS valuation solution for independent financial advisors and RIAs. Truelytics was acquired by Envestnet in July 2022.