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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
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & 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
Envestnet CEO: Chris Todd

CEO

Chris Todd

CEO Approval Rating

- -/100

1999

PublicAcquired by Bain Capital, LPNYSEENV

Banking, Financial Services and Insurance
Fintech Software
7372 NAICS listing

Annual Revenue
$904M
Employees
3,100
Funding
$761M
Acquisitions
15
Investments
4

News

Partnership
Mar 10, 2025
Business Wire
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
Leadership Change
Jan 22, 2025
PR Newswire
Chris Todd joined Envestnet as CEO
Acquisition
Jul 11, 2024
baincapital.com
Envestnet Was acquired by Bain Capital, LP for $4.5B

Envestnet Competitors

1Pershing
2SS&C Advent
3InvestCloud
4AssetMark
5Orion Advisor Technology
6Intuit
7Plaid
8Fiserv
9Junxure
10Silver
Unlock 8 + competitors

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