ENVESTNET

envestnet-logo

Envestnet is an independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, their technology platform provides financial advisors with the flexibility to address their clientsโ€™ needs. They work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which they refer to as... enterprise clients. They focus their technology development efforts and their sales and marketing approach on addressing financial advisorsโ€™ front-, middle- and back-office needs. They believe that their investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration. Their centrally-hosted technology platform provides financial advisors with the flexibility to choose freely among a wide range of investment solutions, services, investment managers and custodians to identify those that are most appropriate for their clients.

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ENVESTNET

Social Links:

Industry:
Architecture Financial Services FinTech Wealth Management

Founded:
1999-01-01

Address:
Chicago Heights, Illinois, United States

Country:
United States

Website Url:
http://www.envestnet.com

Total Employee:
501+

Status:
Active

Contact:
(312) 827-3940

Email Addresses:
[email protected]

Total Funding:
557.5 M USD

Technology used in webpage:
LetsEncrypt Apple Mobile Web Clips Icon Domain Not Resolving Sitelinks Search Box IPv6 Google Maps ReCAPTCHA JsDelivr Cloudflare JS CDN JS


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Current Advisors List

judson-bergman_image

Judson Bergman Chairman of the Board, Chief Executive Officer @ Envestnet
Board_member

Current Employees Featured

mary-ellen-dugan_image

Mary Ellen Dugan
Mary Ellen Dugan Chief Marketing Officer @ Envestnet
Chief Marketing Officer
2021-03-01

lincoln-ross_image

Lincoln Ross
Lincoln Ross Executive Vice President @ Envestnet
Executive Vice President
2011-12-01

doug-meads_image

Doug Meads
Doug Meads Head of FinTech - Envestnet Data & Analytics @ Envestnet
Head of FinTech - Envestnet Data & Analytics
2021-12-01

pete-darrigo_image

Pete Dโ€™Arrigo
Pete Dโ€™Arrigo Chief Financial Officer @ Envestnet
Chief Financial Officer
2008-06-01

dana-dauria_image

Dana Dโ€™Auria
Dana Dโ€™Auria Co-Chief Investment Officer @ Envestnet
Co-Chief Investment Officer
2020-09-01

bill-crager_image

Bill Crager
Bill Crager Chief Executive Officer @ Envestnet
Chief Executive Officer
2000-01-01

chip-scully_image

Chip Scully
Chip Scully Head of Banking & Channel Partnerships - Envestnet Data & Analytics @ Envestnet
Head of Banking & Channel Partnerships - Envestnet Data & Analytics
2021-06-01

danielle-fava_image

Danielle Fava
Danielle Fava Head of Strategic Development @ Envestnet
Head of Strategic Development
2020-07-01

sharon-rosenthal_image

Sharon Rosenthal
Sharon Rosenthal Chief Human Resources Officer @ Envestnet
Chief Human Resources Officer
2013-05-01

matt-springer_image

Matt Springer
Matt Springer Managing Director @ Envestnet
Managing Director
2012-05-01

Founder


bill-crager_image

Bill Crager

brandon-thomas_image

Brandon Thomas

james-lumberg_image

James Lumberg

judson-bergman_image

Judson Bergman

matt-springer_image

Matt Springer

Stock Details


Company's stock symbol is NYSE:ENV

Acquisitions List

Date Company Article Price
2022-07-06 Redi2 Redi2 acquired by Envestnet N/A
2022-06-01 401kplans.com 401kplans.com acquired by Envestnet N/A
2022-05-11 Truelytics, Inc. Truelytics, Inc. acquired by Envestnet N/A
2021-04-08 Harvest Savings & Wealth Technologies Harvest Savings & Wealth Technologies acquired by Envestnet N/A
2020-02-25 FinBit.io FinBit.io acquired by Envestnet N/A
2019-08-23 TXN TXN acquired by Envestnet 91.78 M USD
2019-03-14 MoneyGuidePro MoneyGuidePro acquired by Envestnet 500 M USD
2017-09-25 FolioDynamix FolioDynamix acquired by Envestnet N/A
2016-10-10 Wheelhouse Analytics Wheelhouse Analytics acquired by Envestnet N/A
2015-08-30 Castle Rock Innovations Castle Rock Innovations acquired by Envestnet N/A

Investors List

blackrock_image

BlackRock

BlackRock investment in Post-IPO Equity - Envestnet

technology-crossover-ventures_image

TCV

TCV investment in Post-IPO Equity - Envestnet

edgewater-private-equity-fund_image

Edgewater Private Equity Fund

Edgewater Private Equity Fund investment in Venture Round - Envestnet

wp-global-partners_image

WP Global Partners

WP Global Partners investment in Private Equity Round - Envestnet

upfront-ventures_image

Upfront Ventures

Upfront Ventures investment in Venture Round - Envestnet

keystone-venture-capital_image

Keystone Capital

Keystone Capital investment in Series B - Envestnet

upfront-ventures_image

Upfront Ventures

Upfront Ventures investment in Venture Round - Envestnet

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Foundation Capital

Foundation Capital investment in Venture Round - Envestnet

Investments List

Date Company Article Money raised
2022-04-06 Ellevest Envestnet investment in Series B - Ellevest 53 M USD
2021-10-27 YieldX Envestnet investment in Series A - YieldX 17 M USD
2020-01-08 Dynasty Financial Partners Envestnet investment in Venture Round - Dynasty Financial Partners N/A
2015-04-10 ALPHAHEDGE Envestnet investment in Seed Round - ALPHAHEDGE N/A

Newest Events participated

invest-2019_event_image Participated in In|Vest 2019 on 2019-07-16 as sponsor

money-2020-usa-2018_event_image Participated in Money 20/20 USA 2018 on 2018-10-21 as sponsor

empire-startups-sf-fintech-demo-day-2018_event_image Participated in Empire Startups SF FinTech: Demo Day 2018 on 2018-03-14 as sponsor

empire-startups-fintech-conference-ny-2017_event_image Participated in Empire Startups FinTech Conference NY 2017 on 2017-04-25 as sponsor

finovatefall-2015_event_image Participated in FinovateFall 2015 on 2015-09-16 as sponsor

Key Employee Changes

Date New article
2020-09-30 Dana Dโ€™Auria joins Envestnet as co-CIO

Official Site Inspections

http://www.envestnet.com Semrush global rank: 336.91 K Semrush visits lastest month: 179.36 K

  • Host name: 107.154.75.231.ip.incapdns.net
  • IP address: 107.154.75.231
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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