Bill Crager

Co-Founder & Chief Executive of Envestnet

Travels From Travels From:
New York, NY, USA
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Bill Crager Biography

As Co-Founder and Chief Executive Officer of Envestnet, Bill Crager drives the ongoing expansion of the firm’s innovative financial wellness network.

In addition to leading Envestnet’s mission to make financial wellness a reality for more people, Crager is responsible for Envestnet’s Strategy, Finance, Legal, and Human Resources departments. He also oversees Envestnet | MoneyGuide, Envestnet | PMC and Envestnet Analytics, to empower advisors with better intelligence through a unified advice platform. Crager and the late Jud Bergman were among the first in the managed solutions industry to attempt to streamline independent advisors’ practices by offering a broad range of fee-based products side by side within an easily accessible, open-architecture portal. More than 20 years after its establishment, Envestnet, under the leadership of Mr. Bergman and Crager, has grown into the leading managed solutions service provider by total platform assets and number of advisors served—and is uniquely positioned to help advisors adapt to changes in how essential advice is defined (and delivered).

In 2015, the Money Management Institute bestowed its highest honor on Mr. Crager, naming him that year’s Industry Pioneer. He was voted one of the IA25 by readers of ThinkAdvisor and Investment Advisor magazine in 2020.

Prior to joining Envestnet, Crager served as a Managing Director at Nuveen (formerly Rittenhouse Financial Services). While there, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager received a BA from Fairfield University where he majored in economics and now serves on the Fairfield Board of Trustees.

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Speaker profile last updated by AAE Talent Team on 04/25/2024.

Bill Crager Videos

  • Envestnet President Bill Crager on The Essential Advisor book
    Hear Envestnet co-founder and President Bill Crager address how the company is positioned to assist financial advisors with change in the ...

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  • What topics does Bill Crager speak about?

    Bill Crager is a keynote speaker and industry expert whose speaking topics include Business, Business Growth, Business Leadership, Economy, Entrepreneurship, Executive Leadership, Finance, Futurism, Leadership.
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Bill Crager is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Bill Crager for your event is available upon request. Bill Crager generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Robert Swan, Adam Nash, Peter Guber, Geoffrey Moore and Peter Diamandis. Contact All American Speakers for ratings, reviews, videos and information on scheduling Bill Crager for an upcoming live or virtual event.

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