Envestnet Inc - Company Profile
Powered by 
All the sales intelligence you need on Envestnet Inc in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how Envestnet Inc fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with Envestnet Inc.
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward
Related keylists
Envestnet Inc (Envestnet) provides financial and wealth management technology and services. The company provides unified wealth management software and services empowering financial advisors and institutions. Envestnet also offers data analytics, data intelligence, data aggregation and cloud-based innovation solutions to digital financial and technology innovators and financial institutions. Its brands include Envestnet Enterprise, Envestnet PMC (Portfolio Management Consultants), Envestnet MoneyGuide, Envestnet Tamarac and Envestnet Retirement Solutions. The company offers its services to financial advisors, investors and financial service providers. It operates in the US, Australia, the UK, India and Canada. Envestnet is headquartered in Chicago, Illinois, the US.
Headquarters
United States of America
Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, Pennsylvania, 19312
Website
www.envestnet.com
Telephone
1 312 8272800
No of Employees
3,100
Industry
Financial Services
Revenue (2023)
$1.2B
Envestnet Inc premium industry data and analytics
Products and Services
| Services | Brands |
|---|---|
| Data Aggregation | Envestnet Retirement Solutions |
| Data Analytics | Envestnet Yodlee |
| Cloud Services | Envestnet MoneyGuide |
| XYZ | XYZ |
| XYZ | XYZ |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Divestiture | In September, the company sold Yodlee, Inc. to STG, a private equity firm. |
| 2025 | Contracts/Agreements | In March, the company and OneVest entered into a partnership to integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform. |
| 2025 | New Products/Services | In March, the company introduced a Direct Indexing solution in Canada. |
Competitor Comparison
| Key Parameters | Envestnet Inc | Fiserv Inc | Intuit Inc | AssetMark, Inc. | Orion Advisor Services, LLC |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Berwyn | Milwaukee | Mountain View | Concord | Omaha |
| State/Province | Pennsylvania | Wisconsin | California | California | Nebraska |
| No. of Employees | 3,100 | 38,000 | 18,200 | - | - |
| Entity Type | Private | Public | Public | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| James Fox | Chairman | Executive Board | 2020 | 72 |
| Chris Todd | Chief Executive Officer | Senior Management | 2025 | - |
| John Hofmann | Chief Financial Officer | Senior Management | 2025 | - |
| Joshua Mayer | Chief Operating Officer | Senior Management | 2014 | - |
| Rich Aneser | Chief Strategy Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer