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.
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Location: United States, Illinois, Chicago
Employees: 1001-5000
Founded date: 1999
Investors 2
| Date | Name | Website |
| - | WP Global ... | wpglobalpa... |
| - | Foundation... | foundation... |
Mentions in press and media 29
| Date | Title | Description |
| 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... |
| 07.03.2024 | Ocrolus and Envestnet | Yodlee Partner to Enhance Financial Statement Upload Capabilities | Ocrolus, a leader in AI-driven financial document automation and analysis, and Envestnet | Yodlee, a leading data aggregation and analytics platform, today announced a strategic partnership that will embed Ocrolus technologies into the Enve... |
| 25.01.2023 | Video: Envestnet at Money20/20 USA – Harnessing data to improve financial wellness | At the Money20/20 USA conference in Las Vegas, FinTech Futures caught up with Envestnet’s Farouk Ferchichi, Group President, Data and Analytics, and Eric Jamison, Head of Product for Banking and Technology, to discuss how the company is har... |
| 26.09.2022 | Former Envestnet Executive Brandon Rembe Joins Juniper Square as Chief Solutions Officer | SAN FRANCISCO, Sept. 26, 2022 (GLOBE NEWSWIRE) -- Juniper Square, the leading provider of partnership enablement for the private funds industry, today announces Brandon Rembe has joined Juniper Square as Chief Solutions Officer to drive inc... |
| 25.10.2021 | YieldX closes $18M Series A round led by Envestnet | Facebook Tweet Pin LinkedIn Email The two companies also form a strategic partnership to distribute YieldX’s FinTech products Miami-based FinTech YieldX has landed an $18 million Series A funding round led by Envestnet, a publicly traded co... |
| 29.09.2021 | Envestnet | PMC : Rolls Out Tax Management Service for Mutual Fund & ETF Model Portfolios | CHICAGO, Sept. 29, 2021 /PRNewswire/ -- Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) acco... |
| 22.07.2021 | Envestnet : Selected as Investment Manager for Sallus Retirement's Pooled Employer Plan | Pooled Plan Provider Harnesses Envestnet's Portfolio Construction & Investment Selection Capabilities to Enhance its Low-Cost, Fully Digital 401(k) Solution Designed for Small Business Owners & Their Financial Advisors by Envestnet,... |
| 04.06.2021 | ENVESTNET, INC. Envestnet : FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange | AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients by Fiduciary Exchange, LLC - June 2, 2021 BERWYN, Pa, June 2, 2021 -- Envestnet, Inc. (NYSE: ENV) ... |
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