ENVESTNET
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 clients’ 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 advisors’ 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.
ENVESTNET
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
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
Board_member
Current Employees Featured
Mary Ellen Dugan Chief Marketing Officer @ Envestnet
Chief Marketing Officer
2021-03-01
Lincoln Ross Executive Vice President @ Envestnet
Executive Vice President
2011-12-01
Doug Meads Head of FinTech - Envestnet Data & Analytics @ Envestnet
Head of FinTech - Envestnet Data & Analytics
2021-12-01
Pete D’Arrigo Chief Financial Officer @ Envestnet
Chief Financial Officer
2008-06-01
Dana D’Auria Co-Chief Investment Officer @ Envestnet
Co-Chief Investment Officer
2020-09-01
Bill Crager Chief Executive Officer @ Envestnet
Chief Executive Officer
2000-01-01
Chip Scully Head of Banking & Channel Partnerships - Envestnet Data & Analytics @ Envestnet
Head of Banking & Channel Partnerships - Envestnet Data & Analytics
2021-06-01
Danielle Fava Head of Strategic Development @ Envestnet
Head of Strategic Development
2020-07-01
Sharon Rosenthal Chief Human Resources Officer @ Envestnet
Chief Human Resources Officer
2013-05-01
Matt Springer Managing Director @ Envestnet
Managing Director
2012-05-01
Founder
Stock Details
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
BlackRock investment in Post-IPO Equity - Envestnet
TCV
TCV investment in Post-IPO Equity - Envestnet
Edgewater Private Equity Fund
Edgewater Private Equity Fund investment in Venture Round - Envestnet
WP Global Partners
WP Global Partners investment in Private Equity Round - Envestnet
Upfront Ventures
Upfront Ventures investment in Venture Round - Envestnet
Keystone Capital
Keystone Capital investment in Series B - Envestnet
Upfront Ventures
Upfront Ventures investment in Venture Round - Envestnet
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
Participated in Empire Startups FinTech Conference NY 2017
on 2017-04-25 as sponsor
Participated in FinovateFall 2015
on 2015-09-16 as sponsor
Key Employee Changes
| Date | New article |
|---|---|
| 2020-09-30 | Dana D’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: 45.60.99.231
- IP address: 45.60.99.231
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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