Envestnet is a provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Read more
Envestnet's Competitors, Revenue, Number of Employees, Funding and Acquisitions
512 Followers on Owler
Co-Founder & CEO
Bill Crager
Annual Revenue
Employees
Sector
Headquarters
TOP COMPETITORS OR ALTERNATIVES
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Orion is the top competitor of Envestnet. Orion is a Private company that was founded in Omaha, Nebraska in 1999. Like Envestnet, Orion also operates in the Internet Software sector. Orion has 3,555 fewer employees vs. Envestnet.
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Trending News for Envestnet and Envestnet's Competitors
August 6, 2020
St Louis Post Dispatch
Envestnet: 2Q Earnings Snapshot
CHICAGO (AP) - Envestnet Inc. (ENV) on Thursday reported a second-quarter loss of $4.9 million, after... See more »
August 6, 2020
San Diego Citybizlist
LPL Financial and Financial Advocates Welcome Advisors T. Scott Dudley and David McQuade
August 6, 2020
Forex Magnates
Fiserv Sees Boost to Q2 and H1 Revenues, Driven by First Data Acquisition
Revenue increased by 129 per cent year on year for the second quarter.... See more »
Quarterly and Annual Revenue
Trailing 12-Months Trend (TTM)
Annual Revenue
$947M
Envestnet's revenue is the ranked 1st among it's top 10 competitors. The top 10 competitors average 219.4M. Over the last four quarters, Envestnet's revenue has grown by 9.8%. Specifically, in Q1 2020's revenue was $246.5M; in Q4 2019, it was $239.9M; in Q3 2019, it was $236.1M; in Q2 2019, Envestnet's revenue was $224.4M.
Acquisitions
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
MoneyGuide, Inc.
Mar 2019
Source »$500M
MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions.
FolioDynamix, Inc.
Sep 2017
Source »$195M
FolioDynamix is a cloud-based wealth management company that offers scalable and customizable investment management tools for financial advisors.
Wheelhouse Analytics
Oct 2016
Source »undisclosed
Wheelhouse provides data analytics, mobile sales solutions and online education tools to financial advisors, asset managers and enterprises.
Yodlee, Inc.
Aug 2015
Source »$538M
Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
Envestnet Asset Management, Inc.
May 2015
Source »$32.5M
Finance Logix provides financial planning software solutions to financial services firms.
These are all the companies that Envestnet has acquired. Envestnet has acquired 10 companies and its latest acquisition was MoneyGuide, Inc. in Mar 2019. MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions.
Envestnet Funding History
Since Envestnet was founded in 1999, it has participated in 1 round of funding. In total Envestnet has raised $63.0M. Envestnet's funding round was on Jul 2010 for a total of $63.0M
ROUND
FUNDING DATE
AMOUNT
INVESTORS
IPO
Jul 2010
$63M
-
Total Funding: $63M
Since Envestnet was founded in 1999, it has participated in 1 round of funding. In total Envestnet has raised $63.0M. Envestnet's funding round was on Jul 2010 for a total of $63.0M
Investments
FOLLOW STATUS
COMPANY
DESCRIPTION
AMOUNT
INVESTMENT DATE
ROUND
EXIT DATE
These are all the companies that Envestnet has invested in. Envestnet has invested 10 companies and its latest investment was MoneyGuide, Inc. in Mar 2019. MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions.
Envestnet News
July 13, 2020The Paypers
AdvicePay integrates with Envestnet | MoneyGuide
Fee-payment-processing platform designed exclusively for financial advisors AdvicePay has announced a... See more »
July 12, 2020THEMARKETSDAILY
Envestnet (NYSE:ENV) and Weyland Tech (NYSE:WEYL)
Envestnet (NYSE:ENV) and Weyland Tech (OTCMKTS:WEYL) are both business services companies, but which ... See more »
May 27, 2020Silicon Valley Daily
Envestnet to Participate in Upcoming Conferences
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be prese... See more »
May 27, 2020Wealth Adviser
Envestnet launches AI-driven Envest Connect app
Envestnet launches AI-driven Envest Connect app Submitted 27/05/2020 - 9:45am Envestnet launches Enve... See more »
May 26, 2020MarketScreener
'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
(marketscreener.com) Centralized Application Produces Data-Driven, Relevant Information Based on Clie... See more »
May 22, 2020MarketScreener
Alphastar Capital Management to Offer Income & Protection Strategies Through the Envestnet Insurance Exchange
(marketscreener.com) BERWYN, Pa., May 21, 2020 /PRNewswire/ -- Envestnet, Inc. has announced that Alp... See more »
May 14, 2020Zolmax News
Envestnet Asset Management Inc. Lowers Holdings in VanEck Vectors Russia ETF (NYSEARCA:RSX)
Envestnet Asset Management Inc. trimmed its holdings in VanEck Vectors Russia ETF (NYSEARCA:RSX) by 5... See more »
Envestnet Press Releases
June 25, 2020PR Newswire
Award-Winning Asset Managers, Strategists & Essential Advisors Recognized During Envestnet Advisor Summit On-Demand
CHICAGO, June 25, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine an... See more »
June 9, 2020centralcharts
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestne... See more »
May 28, 2020PR Newswire
White Paper
CHICAGO, May 28, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has published a white paper, "RIA D... See more »
May 13, 2020centralcharts
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards Best-In-... See more »
May 12, 2020PressReleasePoint
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Inte... See more »
April 7, 2020PR Newswire
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-of-its-Kind, Multi-Strategist Retirement Plan Solution
/PRNewswire/ -- PCS Retirement, a leading provider of retirement plan recordkeeping services, today a... See more »
Envestnet Videos
January 22, 2020Envestnet Vimeo Channel
"January Strategas Insight Call" on VIMEO
Cast: Envestnet... See more »
November 7, 2019Envestnet Vimeo Channel
"2020 Advisor Summit Promo" on VIMEO
Cast: Envestnet... See more »
October 24, 2019Envestnet Vimeo Channel
"2019 Advisor Summit Highlights" on VIMEO
An inside look at Envestnet's annual conference for clients and prospects that includes executive and... See more »
October 18, 2019Envestnet Vimeo Channel
"Rockefeller Capital Management - Worksheet Trading Demo" on VIMEO
Cast: Envestnet... See more »
July 15, 2019Envestnet Vimeo Channel
"PM Session - Reclaim 1 Day a Week With a Models-Based Practice" on VIMEO
Cast: Envestnet... See more »
July 15, 2019Envestnet Vimeo Channel
"PM Session - Opportunity Now - No Better Time To Be A Financial Advisor" on VIMEO
Cast: Envestnet... See more »
July 15, 2019Envestnet Vimeo Channel
"PM Session - Insurance - A Key Component of the Financial Planning Puzzle" on VIMEO
Cast: Envestnet... See more »
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Summary
ABOUT
Overview
Envestnet is a provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Envestnet was founded in 1999. Envestnet's headquarters is located in Chicago, Illinois, USA 60601. It has raised 63.0...
CEO
Envestnet's Co-Founder & CEO, Bill Crager, currently has an approval rating of 76%. Envestnet's primary competitors are Orion, Advent & AssetMark.Website
envestnet.comFrequently Asked Questions about Envestnet
When was Envestnet founded?
Envestnet was founded in 1999Who is Envestnet's CEO?
Envestnet's CEO is Bill CragerHow much revenue does Envestnet generate?
Envestnet generates $947M in revenueHow much funding does Envestnet have?
Envestnet has historically raised $63M in fundingWhere is Envestnet's headquarters?
Envestnet's headquarters is in Chicago Illinois, USA
How many employees does Envestnet have?
Envestnet has 3,920 employeesWhat sector does Envestnet operate in?
Envestnet is in Internet Software, Fintech, Enterprise SoftwareWho are Envestnet's competitors?
Envestnet's top competitors are Orion, Advent, AssetMarkWho has Envestnet invested in?
Envestnet's has invested in companies such as AlphaHedge
