Company Overview
Team Members
Technologies
Products
Customers
Email Formats
Competitors
Faqs

10 free leads on us

Use our Chrome Extension & instantly connect with prospects

Download Free
Use Google
crystals

Find Contacts

Homepage  >  Financial Software  > 

Envestnet

Company Name

Envestnet

Main Industry

Financial Software, Software

Website

www.envestnet.com

Contact Information

Headquarters

1000 Chesterbrook Blvd Ste 250, Berwyn, Pennsylvania, 19312, United States

(312) 827-2800

Envestnet Profile and History

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.

Envestnet Asset Management Inc

envestnet Inc

Envestnet

Envestnet Retirement Solutions LLC

Envestnet Asset Mgt Inc

Revenue

$1.2 B

Employees

4,375

Primary Industries

Funding History

Envestnet raised a total of $225.8 M in funding over 3 rounds, and is a public traded company.

Stock Symbol

NYSE: ENV

Envestnet Executive Team & Key Decision Makers

Name & TitleContact Info
Mary Ellen Dugan
Mary Ellen Dugan

Chief Marketing Officer

❅❅❅❅@envestnet.com

Reveal for Free

Peter D'Arrigo
Peter D'Arrigo

Chief Financial Officer

❅❅❅❅@envestnet.com

(847) ❅❅❅-❅❅❅❅

Reveal for Free

Farouk Ferchichi
Farouk Ferchichi

Group President, Data & Analytics

❅❅❅❅@envestnet.com

(443) ❅❅❅-❅❅❅❅

Reveal for Free

Joshua Mayer
Joshua Mayer

Chief Operating Officer

❅❅❅❅@envestnet.com

(720) ❅❅❅-❅❅❅❅

Reveal for Free

Robert Coppola
Robert Coppola

Chief Technology Officer

❅❅❅❅@envestnet.com

(484) ❅❅❅-❅❅❅❅

Reveal for Free

Tony Leal
Tony Leal

Group President, WealthTech

❅❅❅❅@envestnet.com

Reveal for Free

Shelly O'Brien
Shelly O'Brien

Chief Legal Officer, General Counsel & Corporate Secretary

❅❅❅❅@envestnet.com

(312) ❅❅❅-❅❅❅❅

Reveal for Free

Sharon Rosenthal
Sharon Rosenthal

Chief Human Resources Officer

❅❅❅❅@envestnet.com

(312) ❅❅❅-❅❅❅❅

Reveal for Free

Thomas Sipp
Thomas Sipp

Executive VP, Business Lines

❅❅❅❅@envestnet.com

(650) ❅❅❅-❅❅❅❅

Reveal for Free

Dawn Newsome
Dawn Newsome

Chief Business Operations Officer

❅❅❅❅@envestnet.com

Reveal for Free

Dana D'Auria
Dana D'Auria

Co-Chief Investment Officer & Group President, Envestnet Solutions

❅❅❅❅@envestnet.com

(860) ❅❅❅-❅❅❅❅

Reveal for Free

Matt Stroh
Matt Stroh

Executive Vice President, Corporate Branding & Communications

(206) ❅❅❅-❅❅❅❅

Reveal for Free

Recently Updated Team Members

Name & TitleContact Info
Scott Opper
Scott Opper

Director, Practice Solutions

❅❅❅❅@envestnet.com

(847) ❅❅❅-❅❅❅❅

Reveal for Free

Michelle Vaughn
Michelle Vaughn

Senior Technical Procurement Analyst

❅❅❅❅@envestnet.com

(412) ❅❅❅-❅❅❅❅

Reveal for Free

Jacob Daniel

❅❅❅❅@trv.envestnet.com

+91 ❅❅❅❅❅ ❅❅❅❅❅

Reveal for Free

Tim Clift
Tim Clift

Investment Chief & Strategist

❅❅❅❅@envestnet.com

(617) ❅❅❅-❅❅❅❅

Reveal for Free

Graham Blevins
Graham Blevins

Head of Front-End Development Senior Web Developer

❅❅❅❅@envestnet.com

Reveal for Free

James Spisak
James Spisak

Vice President, Independent Sales

❅❅❅❅@envestnet.com

Reveal for Free

Brian Chan
Brian Chan

Data Senior Architect & Cloud Engineer

❅❅❅❅@envestnet.com

Reveal for Free

Nickolena Fisher
Nickolena Fisher

Platform Engineer

❅❅❅❅@envestnet.com

Reveal for Free

Jonathan Neal
Jonathan Neal

Vice President, Regional Sales & Director

❅❅❅❅@envestnet.com

Reveal for Free

Mat Lepis
Mat Lepis

Director, Solutions Consulting Envestnet Data & Analytics

Reveal for Free

Jon Zavelovich
Jon Zavelovich

Assistant Vice President & Practice Solutions Consultant

❅❅❅❅@envestnet.com

(312) ❅❅❅-❅❅❅❅

Reveal for Free

Ashley Klem
Ashley Klem

Principal Director, Human Resources Business Partner

❅❅❅❅@envestnet.com

(781) ❅❅❅-❅❅❅❅

Reveal for Free

Timothy O'Brien
Timothy O'Brien

Managing Director, Cloud Services

❅❅❅❅@yodlee.com

(678) ❅❅❅-❅❅❅❅

Reveal for Free

Soraya Morris
Soraya Morris

Lead Trainer

❅❅❅❅@envestnet.com

(804) ❅❅❅-❅❅❅❅

Reveal for Free

Top Envestnet Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Envestnet.

Programming Languages

(26 Technologies)

Frameworks and Libraries

(21 Technologies)

Operating Systems

(13 Technologies)

Databases

(12 Technologies)

Testing and QA

(11 Technologies)

Envestnet Product Offerings

TechnologyWebsite UsingMarket Share
Tamarac

Tamarac

486

0.30%

Envestnet Advisor Suite

Envestnet Advisor Suite

8

<0.01%

Yodlee

Yodlee

92

0.01%

Largest Customers of Envestnet Products

More than 480 companies reportedly use Envestnet products in their tech and software stacks

Envestnet Email Formats

ParameterSample EmailPercentage

Envestnet Top Competitors

CompanyEmployeesRevenueTop technologies
State Street Corp

State Street Corp

38.8 K$12.1 B
Fidelity Investments Inc

Fidelity Investments Inc

58 K$29.4 B
Oppenheimer & Co Inc

Oppenheimer & Co Inc

2,853$1.3 B
SEI Investments Co

SEI Investments Co

4,805$2 B
LPL Financial Holdings Inc

LPL Financial Holdings Inc

6,900$3.1 B

What is Envestnet revenue?

Envestnet revenue is $1.2 B

How many employees does Envestnet have?

Envestnet has 4,375 employees

Where is Envestnet headquarters located?

Envestnet headquarters are located in 1000 Chesterbrook Blvd Ste 250, Berwyn, Pennsylvania, 19312, United States

What are Envestnet’s primary industries?

Envestnet’s main industries are: Financial Software, Software

Who is Envestnet’s CEO?

Envestnet’s CEO is William Crager

What are Envestnet’s key products?

Envestnet’s key products are: Tamarac, Envestnet Advisor Suite, Yodlee

What are some additional names or alternative spellings that users use while searching for Envestnet?

Envestnet appears in search results as Envestnet Asset Management Inc, envestnet Inc, EnvestnetEnvestnet Retirement Solutions LLC, Envestnet Asset Mgt Inc...See More