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
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
Current Employees Featured
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: 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
More informations about "Envestnet"
Envestnet - Crunchbase Company Profile & Funding
Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. The company received controversy in 2020 when it was sued in a class action f…See details»
Envestnet - Wikipedia
About :: Envestnet, Inc. (ENV)
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and …See details»
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Get to know the Envestnet Executive Team, including Envestnet CEO Bill Crager. Learn about our mission to make financial wellness a reality for everyone.See details»
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The intelligently connected financial life is the future of our industry. Envestnet equips financial advisors and their firms with the tools and resources needed to connect their clients’ financial …See details»
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Nov 25, 2024 Bain Capital has officially closed its acquisition of Envestnet, with a final transaction value of $63.15 per share and a total valuation of about $4.5 billion. Reverence …See details»
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BAIN CAPITAL COMPLETES ACQUISITION OF ENVESTNET
Nov 25, 2024 Transaction supports industry-leading wealth technology platform's next chapter as a private company. BERWYN, Pa., Nov. 25, 2024 /PRNewswire/ -- Envestnet, Inc. (the "Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced the close of its acquisition by affiliates of vehicles managed …See details»
Wall Street groups to buy wealth management software maker …
Jul 11, 2024 Envestnet, a seller of specialised software and data tools for the wealth management industry, has agreed to be acquired by a US private equity group and a …See details»
Envestnet Announces Business Line Transformation to Streamline …
BERWYN, Pa., June 7, 2022 /PRNewswire/ -- Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to enable Envestnet to further help the …See details»
Envestnet, Inc - LinkedIn
Envestnet, Inc | 101,025 followers on LinkedIn. Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of …See details»
BAIN CAPITAL COMPLETES ACQUISITION OF ENVESTNET - Yahoo …
Nov 25, 2024 Envestnet, Inc. (the "Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced the close of its acquisition …See details»
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At Envestnet, fostering a diverse, inclusive, and accessible organization makes us more successful. It is inherent to the way we do business every day. A diverse and inclusive …See details»
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ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, …
Jul 11, 2024 Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced …See details»
Financial Ecosystem - Envestnet
Envestnet’s interconnected technology, intelligence, and solutions deliver a 360° view of client finances that lets advisors identify opportunities and seamlessly take action. From financial …See details»
ENVESTNET DELIVERING INDUSTRY-LEADING CONNECTIVITY
Jan 22, 2024 Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions. BERWYN, Pa., Jan. 22, 2024 …See details»
Envestnet Launches Envestnet Retire Complete ... - Envestnet …
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Investor Relations :: Envestnet, Inc. (ENV)
Nov 7, 2024 Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced …See details»