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Envestnet

Company Name

Envestnet

Main Industry

Financial Software, Software

Website

www.envestnet.com

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.

Primary Industries

Contact Information

Headquarters

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

(312) 827-2800

Revenue

$1.3 B

Employees

3,069

Founded

1999

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
Joshua Mayer
Joshua Mayer

Chief Operating Officer

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Phone

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Steve Boyer
Steve Boyer

Chief Technology Officer

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Josh Warren
Josh Warren

Chief Financial Officer

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Michael Klein
Michael Klein

President

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Dana D'Auria
Dana D'Auria

Group President, Envestnet Solutions & Co-Chief Investment Officer

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Sharon Rosenthal
Sharon Rosenthal

Chief Human Resources Officer

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Mark Davis
Mark Davis

Chief Technology Officer

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Shelly O'Brien
Shelly O'Brien

Chief Legal Officer, General Counsel & Corporate Secretary

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Michael Muscianesi
Michael Muscianesi

President & Team Member

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Farouk Ferchichi
Farouk Ferchichi

President, Envestnet Data & Analytics

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Andrew Stavaridis
Andrew Stavaridis

Chief Relationship Officer and Head of Wealth Solutions and PMC Asset Management Distribution

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Patrick Marr
Patrick Marr

Deputy General Counsel

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Edmund Kelly
Edmund Kelly

Principal Director & Chief Operating Officer, Envestnet Solutions

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Caitlin Shilalie

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John Anthony
John Anthony

Controller

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Viggy Mokkarala
Viggy Mokkarala

Executive Vice President

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Larry Oslin
Larry Oslin

Assistant Corporate Controller

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Rich Aneser
Rich Aneser

Chief Strategy Officer

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Matthew Majoros
Matthew Majoros

Vice President, Financial Reporting

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Kimberly FitzSimons
Kimberly FitzSimons

Vice President, Director, Client Implementations

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Recently Updated Team Members

Name & TitleContact Info
Amy Quinn
Amy Quinn

Senior Talent Acquisition Specialist

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Stephen Mennella
Stephen Mennella

Head of Product, Strategic Integrations

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Michael Muscianesi
Michael Muscianesi

President & Team Member

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Rich Aneser
Rich Aneser

Chief Strategy Officer

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Adithya Narayanan
Adithya Narayanan

Fund Research Associate Lead

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Tom Makulski
Tom Makulski

Cloud Security Architect & Manager

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Dan M.
Dan M.

Director, Technical Support End User Services

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Jazzmin Jiles
Jazzmin Jiles

Senior HRMS Analyst

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Lauren Mazza
Lauren Mazza

Senior Talent Acquisition Specialist

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Brent Johnson
Brent Johnson

Senior Software Engineer

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Sahar A.
Sahar A.

Systems Director, Human Resources

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John Rhodes
John Rhodes

Head of Information Security

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Stacy Hynek
Stacy Hynek

Director, Interface Support

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Rajeev Pj
Rajeev Pj

Operational Specialist

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Top Envestnet Integrations and Technologies

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

Frameworks and Libraries

(25 Technologies)

Programming Languages

(21 Technologies)

Testing and QA

(14 Technologies)

Operating Systems

(13 Technologies)

Project Management

(12 Technologies)

Envestnet Product Offerings

TechnologyWebsite UsingMarket Share
Tamarac

Tamarac

612

0.22%

Envestnet Advisor Suite

Envestnet Advisor Suite

8

<0.01%

Yodlee

Yodlee

109

<0.01%

Largest Customers of Envestnet Products

More than 610 companies reportedly use Envestnet products in their tech and software stacks

Envestnet Email Formats

ParameterSample EmailPercentage

Envestnet Top Competitors

CompanyEmployeesRevenueTop technologies
State Street

State Street

52.6 K$12.5 B
Fidelity

Fidelity

75 K$28.2 B
SEI

SEI

5,061$2.1 B
GoodData

GoodData

300$63 M
Addepar

Addepar

850$178.5 M

What is Envestnet revenue?

Envestnet revenue is $1.3 B

How many employees does Envestnet have?

Envestnet has 3,069 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

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 Asset Mgt Inc, Investnet Inc...See More