Envestnet

Highly Engaged Employees

Envestnet, established in 1999, is a prominent financial services software company specializing in wealth management technology. The company offers a comprehensive suite of solutions designed to empower financial advisors and institutions with advanced tools for client management, data aggregation, and portfolio reporting. Its product ecosystem includes platforms for financial wellness, intelligent analytics, and integrated wealth management, catering to a diverse clientele seeking to enhance client experiences and operational efficiency.

Operating with a workforce of 1,000-5,000 employees across 7 locations, Envestnet focuses on delivering robust technology solutions that streamline financial planning and investment management processes. The company's commitment to innovation is evident in its continuous development of tools that support fiduciary standards and provide actionable insights for advisors. Learn about Envestnet's global headquarters for detailed geographic information and operational footprint. Meet Envestnet's team to understand the expertise driving their technological advancements and client-centric approach.

With an annual revenue of $1.2B, Envestnet plays a significant role in the financial technology landscape, competing with major players like Morningstar and SEI. The company has secured substantial funding, including a notable private equity round of $122.8M in 2018, underscoring investor confidence in its growth trajectory and market position. Envestnet's strategic offerings aim to drive digital transformation within the financial advisory sector, providing essential services that support advisors in managing client assets and achieving financial goals. Explore financial highlights for a deeper dive into their fiscal performance and investment history.