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Envestnet

is a Pennsylvania-based financial wellness company that provides solutions such as wealth management and data enrichment for RIAs, asset managers and institutions... Read more

Overview Competitors Acquisitions Funding Investments News & Insights

Envestnet

is a Pennsylvania-based financial wellness company that provides solutions such as wealth management and data enrichment for RIAs, asset managers and institutions... Read more

CEO

Chris Todd

CEO Approval Rating

- -/100

1999

BerwynPennsylvania

Delaware Valley

PrivateAcquired by Bain Capital, LP

Banking, Financial Services and Insurance

Fintech Software

7372 NAICS listing

https://www.envestnet.com/

Est. Annual Revenue

$1.0-5.0B

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Est. Employees

1.0-5.0K

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News

Northern Trust Broadens UHNW Direct Indexing Access via Envestnet

Envestnet Unveils Most-Use Ai Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

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