logo for Envestnet


Financial Software · Pennsylvania, United States · 3,069 Employees

View Company Info for Free



1000 Chesterbrook Blvd Ste 250, Berwyn, Pennsyl...

Phone Number

(312) 827-3940


$1.2 Billion

Stock Symbol



Software Development & Design Software



Total Funding Amount


Most Recent Funding Amount


Number of Funding Rounds

Who is Envestnet

Envestnet, founded in 1999 and headquartered in Chicago, Illinois, is a financial services software company offering wealth management technology a nd products to financial advisors and institutions.Read more

Envestnet's Social MediaPopular SearchesEnvestnet Asset Management Incenvestnet IncEnvestnetEnvestnet Asset Mgt IncInvestnet IncSIC Code 73,737NAICS Code 51,513Ticker NYSE: ENVShow more

Envestnet Org Chart

Bill Crager
Bill Crager

Co-Founder & Chief Executive Officer

Joshua Mayer
Joshua Mayer

Chief Operating Officer

Sharon Rosenthal
Sharon Rosenthal

Chief Human Resources Officer



Similar Companies to Envestnet

  1. 1,000


  2. 5,061


  3. 5,000


  4. 8,400


  5. 4,707


  6. 1,500


See more similar companies
Illustration of an envelope

Products Owned by Envestnet



See more technologies

Envestnet Company Metrics

Company Insights
Employee Growth Rate
Funding DateNov 27, 2018
RoundPrivate Equity
Funding DateJul 28, 2010
RoundStock Issuance/Offering
Funding DateJul 19, 2010
RoundOther Financing Round
InvestorsEdgewater Private Equity Fund
See More


Total Funding Amount


Most Recent Funding Amount


Number of Funding Rounds

Acquisitions & Subsidiaries

Aug 11, 2017


Jul 06, 2017

WebbMason Analytics

Dec 19, 2016


Nov 30, 2015

Gladstone Analytics

Aug 31, 2014

Harvest Savings & Wealth Technologies

Nov 25, 2013

Finance Logix

See More Acquisitions & Subsidiaries

Envestnet Tech Stack

A closer look at the technologies used by Envestnet

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

See top companies

Envestnet News & Media

Read more news

Frequently Asked Questions regarding Envestnet

Where is Envestnet located?
Envestnet's headquarters are located at 1000 Chesterbrook Blvd Ste 250, Berwyn, Pennsylvania, 19312, United States
What is Envestnet's phone number?
Envestnet's phone number is (312) 827-3940
What is Envestnet's stock symbol?
Envestnet's stock symbol is ENV
What is Envestnet's official website?
Envestnet's official website is www.envestnet.com
What is Envestnet's Revenue?
Envestnet's revenue is $1.2 Billion
What is Envestnet's SIC code?
Envestnet's SIC: 73,737
What is Envestnet's NAICS code?
Envestnet's NAICS: 51,513
How many employees does Envestnet have?
Envestnet has 3,069 employees
What industry does Envestnet belong to?
Envestnet is in the industry of: Software Development & Design, Software
What is Envestnet competition?
Envestnet top competitors include: AssetMark, SEI, NorthStar, LPL Financial
What companies has Envestnet acquired?
Envestnet has acquired the companies: 401kplans.com, WebbMason Analytics, Truelytics, Gladstone Analytics
What technology does Envestnet use?
Some of the popular technologies that Envestnet uses are: goo.gl, Microsoft IIS, Facebook Web Custom Audiences, Facebook Pixel
Who is the CEO of Envestnet?
Envestnet's CEO is Bill Crager
How do I contact Envestnet?
Envestnet contact info: Phone number: (312) 827-3940 Website: www.envestnet.com
What does Envestnet do?

Envestnet, founded in 1999 and headquartered in Chicago, Illinois, is a financial services software company offering wealth management technology and products to financial advisors and institutions.... Read More

What are Envestnet social media links?
Envestnet Linkedin page Envestnet Twitter page Envestnet Facebook page
How much funding has Envestnet raised to date?
Envestnet has raised $225.8 Million in 3 funding rounds
When was the last funding round for Envestnet?
Envestnet closed its last funding round on Nov 27, 2018 with the amount of $122.8 Million
Who invested in Envestnet?
Envestnet has 3 investors including Blackrock and Edgewater Private Equity Fund.
Is Envestnet a public company?
Yes, Envestnet is a public company and is traded under the symbol ENV
See more information about Envestnet

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.