Envestnet

Envestnet

Envestnet (NYSE: ENV) provides integrated wealth management software and services to financial advisors. Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers (“RIAs”). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.

Total funding
~$43M
HQ 🇺🇸
Chicago, United States
Year founded
1999
Status
IPO
People
Judson Bergman
Chief Executive Officer
William Crager
President
Peter D'Arrigo
Chief Financial Officer
Charles Tennant
Chief Operating Officer
Scott Grinis
Chief Technology Officer
Richard Hughes
Executive Vice President
James W Lumberg
Executive Vice President
Karen S McCue
Executive Vice President
Viggy Mokkarala
Executive Vice President
Christopher Curtis
Senior Vice President
Eric Fowler
Senior Vice President
Dale Seier
Senior Vice President
Michael Apker
Managing Director
Michael Henkel
Managing Director
James Patrick
Managing Director
Lin Bercher
President
Lori Hardwick
President
John R Merrell
President
Joseph Mrak
President
Babu Sivadasan
President, Executive Vice President
Siva Suresh
President
Chris Curtis
Chief Financial Officer
Steve Lavey
Chief Financial Officer
John MacIlwaine
Chief Technology Officer
John Macllwaine
Chief Technology Officer
Tania Neild
Chief Technology Officer
John Carmody
Senior Vice President
Verne Scazzero
Senior Vice President
Thomas Yanari
Senior Vice President
Investors
BlackRock
Foundation Capital
Apex Venture Partners
Cross Atlantic Capital Partners
Upfront Ventures
Orca Bay Partners
Keystone Capital
Edgewater Funds
Talon Opportunity Fund Lp
Technology Crossover Ventures
Categories
Share
Get access to exclusive data about Envestnet
Access Envestnet now