June 10, 2021
Envestnet Blog
PMC Global Macro Team: A Quick Review Of The Trends You Should Be Tracking
Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with compr... See more »
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Envestnet
Envestnet is a provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Read more
Co-Founder & CEO
Bill Crager
Annual Revenue
Employees
Sector
Headquarters
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Orion Advisor Services, LLC is the top competitor of Envestnet. Orion Advisor Services, LLC is a Private company that was founded in Omaha, Nebraska in 1999. Like Envestnet, Orion Advisor Services, LLC also operates in the Internet Software sector. Orion Advisor Services, LLC has 3,555 fewer employees vs. Envestnet.
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Help the Owler community know moreTrending News for Envestnet and Envestnet's Competitors
June 10, 2021
Markets Insider
SEI to Host Fireside Chats at Upcoming Industry Conferences
OAKS, Pa., June 9, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced that the company will virt... See more »
June 11, 2021
FinTech InShorts
PenFed CU: Signs Best New For Fiserv Card Management Kit 1
PenFed CU is America's second-largest federal credit union, serving 2.3 million members worldwide wit... See more »
Envestnet Quarterly and Annual Revenue
Trailing 12-Months Trend (TTM)
Annual Revenue
$1B
Envestnet's revenue is the ranked 3rd among it's top 10 competitors. The top 10 competitors average 729.5M. Over the last four quarters, Envestnet's revenue has grown by 16.9%. Specifically, in Q1 2021's revenue was $275.1M; in Q4 2020, it was $263.8M; in Q3 2020, it was $252.6M; in Q2 2020, Envestnet's revenue was $235.3M.
Envestnet Acquisitions
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Harvest Savings & Wealth Technologies, Inc.
Apr 2021
Source »undisclosed
Harvest is a California-based fintech platform that provides automated digital advisory, micro-savings, and account opening solutions for the banking sector in the USA.
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.
These are all the companies that Envestnet has acquired. Envestnet has acquired 11 companies and its latest acquisition was Harvest Savings & Wealth Technologies, Inc. in Apr 2021. Harvest is a California-based fintech platform that provides automated digital advisory, micro-savings, and account opening solutions for the banking sector in the USA.
Envestnet Funding History
Since Envestnet was founded in 1999, it has participated in 2 rounds of funding. In total Envestnet has raised $186.0M. Envestnet's last funding round was on Nov 2018 for a total of $123.0M
ROUND
FUNDING DATE
AMOUNT
INVESTORS
Unattributed
Nov 2018
$123M
BlackRock
IPO
Jul 2010
$63M
-
Since Envestnet was founded in 1999, it has participated in 2 rounds of funding. In total Envestnet has raised $186.0M. Envestnet's last funding round was on Nov 2018 for a total of $123.0M
Envestnet Investments
FOLLOW STATUS
COMPANY
DESCRIPTION
AMOUNT
INVESTMENT DATE
ROUND
EXIT DATE
These are all the companies that Envestnet has invested in. Envestnet has invested 11 companies and its latest investment was Harvest Savings & Wealth Technologies, Inc. in Apr 2021. Harvest is a California-based fintech platform that provides automated digital advisory, micro-savings, and account opening solutions for the banking sector in the USA.
Envestnet News
June 3, 2021Markets Insider
Targa Resources & Envestnet Set to Join S&P MidCap 400
NEW YORK, June 3, 2021 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S... See more »
May 28, 2021MarketScreener
to Participate in Upcoming Conferences
(marketscreener.com) Envestnet, Inc. , today announced that the Company will be participating in the ... See more »
May 10, 2021InvestmentNews
Envestnet details $30 million plan for tech ecosystem - InvestmentNews
Envestnet CEO Bill Crager outlined how the firm is using additional operating expenses toward the fin... See more »
April 23, 2021MarketScreener
to Announce First Quarter 2021 Results on May 6, 2021
(marketscreener.com) Envestnet, Inc. , today announced that the Company will release first quarter 20... See more »
April 20, 2021Benzinga
Envestnet | MoneyGuide and Oyster Consulting Collaborate to Help More Firms, Advisors Offer Financial Planning Services
RICHMOND, Va., April 20, 2021 /PRNewswire/ -- Envestnet | MoneyGuide today announced a partnership wi... See more »
Envestnet Blogs
May 11, 2021Envestnet Blog
The Inflation Conversation: Preparing Your Clients For The Potential Impact To Their Financial Portfolios
As inflation increasingly becomes a topic of speculation in the media, it may be top of mind for your... See more »
April 29, 2021Envestnet Blog
What Biden's Tax Agenda Could Mean for Your Clients' Financial Plans
President Biden released a proposal this week that would raise the top capital gains rate for million... See more »
April 21, 2021Envestnet Blog
What Clients Gain From MyBlocks: Financial Planning Begins With Education
"Tell me and I forget, teach me and I may remember, involve me and I learn." While the source of this... See more »
April 14, 2021Envestnet Blog
PMC Global Macro Team: 5 Themes Impacting Market Performance
Our Global Macro Team offers insights into the themes currently shaping the markets to help you quick... See more »
April 13, 2021Envestnet Blog
Are You The Solution To The Financial Education Crisis In America?
Many thanks to our guest author, Kevin Ruth, the Founder of Give-Get, an app that helps teach budgeti... See more »
April 8, 2021Envestnet Blog
3 Simple Steps To Maximize Your Client Communication
We recently published an article intended to help you better serve your clients in 2021, "7 Things To... See more »
April 6, 2021Envestnet Blog
If Credit Is So Important, Why Do So Few Advisors Offer It?
Wealth managers have advised clients on loan decisions, almost since the dawn of time. Yet they've ra... See more »
Envestnet Press Releases
March 24, 2021PR Newswire
FIDx Announces New Partnership with Great American Life, Increasing Access to Industry Leading Annuity Products
/PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Fiduciary Exchange LLC (FIDx), the only retirement pl... See more »
March 2, 2021PR Newswire
Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products
/PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform pow... See more »
November 11, 2020PR Newswire
Envestnet | Yodlee Announces the Winners of Its FinTech Innovation Achievements at the 2020 Benzinga Global FinTech Awards
REDWOOD CITY, Calif., Nov. 11, 2020 /PRNewswire/ -- Envestnet | Yodlee, a leading data aggregation an... See more »
November 5, 2020Business Wire
Envestnet Reports Third Quarter 2020 Financial Results
CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth... See more »
October 27, 2020PR Newswire
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
/PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) is rolling out a series of technology enhancements, inclu... See more »
October 21, 2020PR Newswire
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
RICHMOND, Va., Oct. 21, 2020 /PRNewswire/ -- After launching plan analytics earlier this year, Envest... See more »
October 15, 2020PR Newswire
Envestnet Launches Impact Global Climate Solutions QP
CHICAGO, Oct. 15, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that its Quantitative Re... See more »
Envestnet Videos
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Envestnet Headquarters
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Envestnet 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 186....
CEO
Envestnet's Co-Founder & CEO, Bill Crager, currently has an approval rating of 79%. Envestnet's primary competitors are Orion Advisor Services, LLC, SS&C 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 $1B in revenueHow much funding does Envestnet have?
Envestnet has historically raised $186M 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 Advisor Services, LLC, SS&C Advent, AssetMarkWho has Envestnet invested in?
Envestnet's has invested in companies such as AlphaHedge
