Envestnet

Financial Software · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software Customer Engagement Platforms
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1

About Envestnet

PortfolioCenter Cloud is a leading provider of integrated, web-based portfolio rebalancing, performance reporting, and customer relationship management software. Their services are tailored for independent advisors and wealth managers, enabling them to manage client portfolios efficiently. The company aims to enhance the capabilities of financial professionals by offering robust, user-friendly tools. Powered by Envestnet, Inc., they focus on empowering wealth management through technology.Explore more
Popular SearchesEnvestnet IncEnvestnetSIC Code 73,737NAICS Code 51,513Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Envestnet

<$5M
1-10
Private
-
-
N/A
$6.4M
11-50
Private
<$5M
2010
N/A
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Envestnet is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Envestnet is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Envestnet.

Envestnet Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Envestnet

What is Envestnet's official website?
Envestnet's official website is www.portfoliocentercloud.com
What is Envestnet's Revenue?
Envestnet's revenue is <$5 Million
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 1-10 employees
What industry does Envestnet belong to?
Envestnet is in the industry of: Financial Software, Software, Customer Engagement Platforms
What is Envestnet competition?
Envestnet top competitors include: Pillar Wealth Management, Wealth Advisory Services, Forza Investment Advisory, Eppolito Financial Strategies
What technology does Envestnet use?
Some of the popular technologies that Envestnet uses are: Imperva Incapsula, DigiCert, Amazon Web Hosting, Amazon CloudFront
What does Envestnet do?

PortfolioCenter Cloud is a leading provider of integrated, web-based portfolio rebalancing, performance reporting, and customer relationship management software. Their services are tailored for independent advisors and wealth managers, enabling them to manage client portfolios efficiently. The company aims to enhance the capabilities of financial p... rofessionals by offering robust, user-friendly tools. Powered by Envestnet, Inc., they focus on empowering wealth management through technology.Read More

Is Envestnet a public company?
Envestnet is private company therefore does not currently have an official ticker symbol
See more information about Envestnet

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