# Bill Crager

> Bill Crager is the founder and CEO of Field and a co-founder and former CEO of Envestnet. After helping build Envestnet’s advisor technology platform, he joined iAltA’s founding team in 2025 and returned to a CEO role with Field in May 2026. His work focuses on connecting financial systems so advisors can deliver more comprehensive advice; he is also co-author of The Essential Advisor.

- **Role:** Founder & CEO at Field
- **Organizations:** Field, Envestnet, iAltA Holdings, Fiduciary Exchange (FIDx), Fairfield University, Rittenhouse Financial Services
- **Education:** BA, dual major in economics and English, Fairfield University, MA, Boston University
- **Known for:** Co-founded Envestnet, whose historical scale is cited by Field as $5.4 trillion in client assets and more than 107,000 advisors served., Money Management Institute Industry Pioneer Award, 2015., Co-author with Jay Hummel of The Essential Advisor: Building Value in the Investor-Advisor Relationship (Wiley, 2016).

## Career timeline

- **Before 1999** — Managing Director of Marketing and Client Services at Rittenhouse Financial Services, a Nuveen-affiliated investment manager.
- **1999** — Co-founded Envestnet with Jud Bergman, Brandon Thomas and Jim Lumberg.
- **2002** — Became President of Envestnet.
- **2015** — Received the Money Management Institute Industry Pioneer Award.
- **2016** — Co-authored The Essential Advisor with Jay Hummel.
- **2019-01** — Became Chief Executive of Envestnet Wealth Solutions.
- **2019-10** — Became interim CEO of Envestnet.
- **2020-03** — Appointed CEO of Envestnet and joined its board.
- **2024-03** — Stepped down as CEO effective March 31; transitioned to Senior Advisor in April.
- **2024** — Received InvestmentNews Lifetime Achievement award.
- **2025-03** — Appointment to FIDx board announced.
- **2025-10** — Joined iAltA Holdings founding team.
- **2026-05** — Launched Field as founder and CEO, combining BridgeFT and Precept technologies.

## Achievements

- Co-founded Envestnet, whose historical scale is cited by Field as $5.4 trillion in client assets and more than 107,000 advisors served.
- Money Management Institute Industry Pioneer Award, 2015.
- Co-author with Jay Hummel of The Essential Advisor: Building Value in the Investor-Advisor Relationship (Wiley, 2016).
- InvestmentNews Lifetime Achievement award, 2024.
- Founder and CEO of Field, launched in May 2026.

## Latest updates

- **2026-10** — Discussed Field, household-level advice, data infrastructure and AI in an October 16 AdvisorHub interview with Tony Sirianni.
- **2026-05** — Became founder and CEO of Field, launched using technologies from iAltA acquisitions BridgeFT and Precept.
- **2025-10** — Joined iAltA Holdings founding team.
- **2025-03** — Joined the board of FIDx.

## Links

- Website: https://fieldwealth.ai/who-we-are
- LinkedIn: https://www.linkedin.com/in/williamcrager
- Twitter/X: https://x.com/ENVCrager

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Profile page: https://yespress.io/bill-crager
Published by YesPress — https://yespress.io
Last updated: 2026-10-25