Company Overview
Team Members
Technologies
Products
Customers
Email Formats
Competitors
Faqs

Get 10 Free Leads on us

Use our Chrome Extension & instantly connect with prospects

crystals

Find Contacts

Homepage  >  Financial Software  > 

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

3,069

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
Dawn Newsome
Dawn Newsome

Business Chief & Operations Officer

Email

Phone

Reveal for Free

Farouk Ferchichi
Farouk Ferchichi

Group President, Data & Analytics

Email

Phone

Reveal for Free

Shelly O'Brien
Shelly O'Brien

Chief Legal Officer, General Counsel & Corporate Secretary

Email

Phone

Reveal for Free

Sharon Rosenthal
Sharon Rosenthal

Chief Human Resources Officer

Email

Phone

Reveal for Free

Joshua Mayer
Joshua Mayer

Chief Operating Officer

Email

Phone

Reveal for Free

Dana D'Auria
Dana D'Auria

Group President, Envestnet Solutions & Co-Chief Investment Officer

Email

Phone

Reveal for Free

Kevin Osborn
Kevin Osborn

Executive Vice President

Email

Phone

Reveal for Free

Brandon Thomas
Brandon Thomas

Chief Investment Officer

Email

Phone

Reveal for Free

Viggy Mokkarala
Viggy Mokkarala

Executive Vice President

Email

Phone

Reveal for Free

Rich Aneser
Rich Aneser

Chief Strategy Officer

Email

Phone

Reveal for Free

Patrick Marr
Patrick Marr

Deputy General Counsel

Email

Phone

Reveal for Free

Tom Sipp
Tom Sipp

Envestnet Executive Vice President

Email

Phone

Reveal for Free

Thomas Sipp
Thomas Sipp

Executive VP, Business Lines

Email

Phone

Reveal for Free

Andrew Cannon
Andrew Cannon

Assistant Vice President & Project Manager, Trading Services

Email

Phone

Reveal for Free

Jennifer Tarnoff
Jennifer Tarnoff

Senior Vice President, Compliance Manager

Email

Phone

Reveal for Free

Navaneeth Satheesan
Navaneeth Satheesan

Assistant VP, Investment Analysis

Email

Phone

Reveal for Free

Eric Jones
Eric Jones

Senior VP, Corporate Communications

Email

Phone

Reveal for Free

Biju Saradhy
Biju Saradhy

Vice President, Architecture

Email

Phone

Reveal for Free

Richard Davis
Richard Davis

Vice President, Sales & Division Dealer Broker

Email

Phone

Reveal for Free

Recently Updated Team Members

Name & TitleContact Info
Denise Diana
Denise Diana

Senior VP, Enterprise Consulting Wealth Management

Email

Phone

Reveal for Free

Alexander Phillips
Alexander Phillips

Senior Accountant

Email

Phone

Reveal for Free

Chris Salvaggio
Chris Salvaggio

Senior VP, Product Management & Manager, Product Analysis

Email

Phone

Reveal for Free

Shannon Seeley
Shannon Seeley

Senior Compensation Analyst

Email

Phone

Reveal for Free

Molly Weiss
Molly Weiss

Head of Product

Email

Phone

Reveal for Free

Kyle Jester
Kyle Jester

Senior Accountant

Email

Phone

Reveal for Free

Zachary Shannon
Zachary Shannon

Director, Compliance

Email

Phone

Reveal for Free

Archana Raju
Archana Raju

Senior Analyst

Email

Phone

Reveal for Free

Tamika Brown
Tamika Brown

Client Services Specialist

Email

Phone

Reveal for Free

Dilip Mathew
Dilip Mathew

Vice President

Email

Phone

Reveal for Free

Sara Anderson
Sara Anderson

Project Manager

Email

Phone

Reveal for Free

Shravanti Nakil
Shravanti Nakil

Senior Oracle Database Administrator

Email

Phone

Reveal for Free

Lauren Mazza
Lauren Mazza

Senior Talent Acquisition Specialist

Email

Phone

Reveal for Free

Amisha Patel
Amisha Patel

Vice President, Strategic Planning

Email

Phone

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

(23 Technologies)

Frameworks and Libraries

(21 Technologies)

Databases

(13 Technologies)

Operating Systems

(13 Technologies)

Testing and QA

(11 Technologies)

Envestnet Product Offerings

TechnologyWebsite UsingMarket Share
Tamarac

Tamarac

587

0.24%

Envestnet Advisor Suite

Envestnet Advisor Suite

8

<0.01%

Yodlee

Yodlee

109

<0.01%

Largest Customers of Envestnet Products

More than 580 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

46.5 K$11.9 B
Fidelity

Fidelity

74 K$28.2 B
Vestmark

Vestmark

400$84 M
AssetMark

AssetMark

1,000$708.5 M
SEI

SEI

5,061$1.9 B

What is Envestnet revenue?

Envestnet revenue is $1.2 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

Who is Envestnet’s CEO?

Envestnet’s CEO is Bill 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 Asset Mgt Inc, Investnet Inc...See More