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" on Search Engine
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Envestnet - Wikipedia
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Financial Ecosystem | Envestnet
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About us. Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence. By establishing the connections between people's daily...See details»
Envestnet expands presence in Canada with pair of strategic ...
May 26, 2020 U.S. wealth-management technology giant Envestnet Inc. is delving deeper into Canada’s financial advisory industry after striking a couple of key partnership deals north of the border this month.See details»
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May 7, 2024. Q1 2024 Earnings Supplemental Presentation. View Presentation View All. Upcoming Event. May 8, 2024 9:00 am EDT. 2024 Annual Meeting of Shareholders. View Event Add to Calendar View All. Latest Financial Results.See details»
Envestnet Newsroom - Press Releases
Envestnet Solutions provides the wealth and asset management solutions across Envestnet's ecosystem—including research, overlay, portfolio management, direct indexing, sustainable investing, and retirement services—as well as the partnership with Envestnet exchanges and other wealth solutions providers.See details»
Envestnet - Crunchbase Company Profile & Funding
Organization. Envestnet. Connect to CRM. Summary Financials People Technology Signals & News Similar Companies. About. Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. Berwyn, Pennsylvania, United States. 1001-5000. Post-IPO Debt. Public. www.envestnet.com. …See details»
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Overview. Management Team. Annual Reports & Proxy. Information Request. Contacts. FAQ. Jim Fox. Interim Chief Executive Officer. Mr. Fox, interim CEO, has served as a member of Envestnet’s Board since February 2015 and Chair of the Board since March 2020. Previously. Mr.See details»
ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO …
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Wealth Management Technology | Envestnet
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Wealth Solutions | Envestnet
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Envestnet is committed to empowering Financial Wellness for our communities, our employees, our advisors, and their clients. Download 2023 Charitable Giving Report. Download Envestnet Human Rights Policy Statement. Envestnet Supplier Code of Conduct. Note From Our CEO on Envestnet's Commitment to Doing Well by Doing Good.See details»
Envestnet Enhances Platform: Innovating to Unify its Ecosystem …
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Technology solutions for financial institutions | Envestnet
1 As of December 31, 2023. The Envestnet ecosystem can help financial institutions drive scalable growth with technology, data, and holistic solutions to enhance the client experience.See details»