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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) 827-3940

Revenue

$1.2 B

Employees

3,429

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
Shelly O'Brien
Shelly O'Brien

Chief Legal Officer, General Counsel & Corporate Secretary

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Phone

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Sharon Rosenthal
Sharon Rosenthal

Chief Human Resources Officer

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Rose Palazzo
Rose Palazzo

Group President, Financial Planning

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Phone

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Dana D'Auria
Dana D'Auria

Group President, Envestnet Solutions & Co-Chief Investment Officer

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Mary Ellen Dugan
Mary Ellen Dugan

Chief Marketing Officer

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Joshua Mayer
Joshua Mayer

Chief Operating Officer

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Tony Leal
Tony Leal

Group President, WealthTech

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Robert Coppola
Robert Coppola

Chief Technology Officer

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Josh Warren
Josh Warren

Chief Financial Officer

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Farouk Ferchichi
Farouk Ferchichi

Group President, Data & Analytics

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Rich Aneser
Rich Aneser

Chief Strategy Officer

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Dawn Newsome
Dawn Newsome

Chief Business Operations Officer

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Brandon Thomas
Brandon Thomas

Chief Investment Officer

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Debra DeVoe
Debra DeVoe

Chief Compliance Officer & Managing Director

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James Lumberg
James Lumberg

Co-Founder & Executive Vice President

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Patrick Marr
Patrick Marr

Deputy General Counsel

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Molly Weiss
Molly Weiss

Chief Product Officer, Wealthtech & Solutions

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Donna Peeples
Donna Peeples

Chief Relationship Officer

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Tim Clift
Tim Clift

Chief Investment Officer

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Kevin Osborn
Kevin Osborn

Executive Vice President

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Recently Updated Team Members

Name & TitleContact Info
Abhilash Vimal
Abhilash Vimal

Business System Analyst

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Ashwin Ashok
Ashwin Ashok

Business System Analysis Associate Lead

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Shani Sahadevan
Shani Sahadevan

Assossiate Operations Lead

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Shahna Fathim
Shahna Fathim

Associate Software Engineer

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Reshma Nair
Reshma Nair

Associate Process Specialist At Envestnet Inc

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Resmi Preman
Resmi Preman

Associate Operations Analyst

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Thomas Benita
Thomas Benita

Associate Operations Analyst

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Parvathy Balakrishnan
Parvathy Balakrishnan

Associate Operation Analyst

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Sujith Kuttan
Sujith Kuttan

Associate Manager

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Sajith Sv
Sajith Sv

Associate Lead Engineer - Product Development

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Jayesh B
Jayesh B

Associate Architect

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Nandhu Nd
Nandhu Nd

Associate Analyst

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Navaneeth Satheesan
Navaneeth Satheesan

Assistant VP, Investment Analysis

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Jason Gelman
Jason Gelman

Account 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.

Programming Languages

(23 Technologies)

Frameworks and Libraries

(20 Technologies)

Databases

(13 Technologies)

Operating Systems

(13 Technologies)

Testing and QA

(11 Technologies)

Envestnet Product Offerings

TechnologyWebsite UsingMarket Share
Tamarac

Tamarac

569

0.26%

Envestnet Advisor Suite

Envestnet Advisor Suite

8

<0.01%

Yodlee

Yodlee

101

<0.01%

Largest Customers of Envestnet Products

More than 560 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

42.7 K$12 B
Fidelity Investments Inc

Fidelity Investments Inc

68 K$16.9 B
Oppenheimer & Co Inc

Oppenheimer & Co Inc

2,897$1.3 B
SEI Investments Co

SEI Investments Co

4,805$1.9 B
NorthStar Group Services Inc

NorthStar Group Services Inc

5,000$3.2 B

What is Envestnet revenue?

Envestnet revenue is $1.2 B

How many employees does Envestnet have?

Envestnet has 3,429 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