Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.
For more information, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.
Social Media Disclosure: www.envestnet.com/social-media-disclosure
Privacy Policy: https://www.envestnet.com/privacy
For more information, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.
Social Media Disclosure: www.envestnet.com/social-media-disclosure
Privacy Policy: https://www.envestnet.com/privacy
Location: United States, Illinois, Chicago
Employees: 1001-5000
Total raised: $4.5B
Founded date: 1999
Investors 2
| Date | Name | Website |
| - | WP Global ... | wpglobalpa... |
| - | Foundation... | foundation... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 14.07.2024 | - | $4.5B | Bain Capit... |
Mentions in press and media 36
| Date | Title | Description |
| 06.09.2024 | WealthManagement.com Announces 2024 Industry Awards Winners | Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced... |
| 29.08.2024 | SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ENV, ARC, CNDA, ANSC on Behalf of Shareholders | NEW YORK, Aug. 29, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders rela... |
| 25.07.2024 | SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ENV, RSLS, TLRS on Behalf of Shareholders | NEW YORK, July 25, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders rela... |
| 14.07.2024 | Envestnet, a WealthTech Platform, Announces $4.5B Take-Private Transaction with Bain Capital | Envestnet, Inc. (NYSE: ENV), a provider of integrated technology, intelligent data and wealth solutions, announced that it has entered into a definitive agreement to be acquired by Bain Capital in a transaction valuing the company at $4.5 b... |
| 11.07.2024 | ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL | BERWYN, Pa., July 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has enter... |
| 10.07.2024 | ENVESTNET 2024 ADVISOR SURVEY HIGHLIGHTS WHAT'S TOP OF MIND FOR ADVISORS AS THEY FUTURE-PROOF THEIR BUSINESS | Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technol... |
| 24.06.2024 | Aquilance Appoints John Carey as New CEO | Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors TRUMBULL, Conn., June 24, 2024 /PRNewswire/ -- Aquilance, a leading provider of financial administra... |
| 13.05.2024 | ENVESTNET AND SALESFORCE PARTNER TO ENHANCE EXPERIENCES FOR FINANCIAL PLANNERS | Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wea... |
| 17.04.2024 | Exclusive-Software vendor Envestnet explores sale after receiving takeover interest, sources say | NEW YORK :Envestnet, a U.S. software vendor with a market value of about $3.5 billion, is exploring options that could include a potential sale after receiving takeover interest, people familiar with the matter said on Tuesday. Berwyn, Penn... |
| 13.03.2024 | IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform | Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow BERWYN, Pa., March 13, 2024 /PRNewswire/ -- Independent Financial Group, LLC (I... |
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