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Envestnet

Envestnet Revenue

Financial ServicesFlag of USTredyffrin, Pennsylvania, United States2001-5000 Employees

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Envestnet revenue & valuation

Annual revenue$1,336,900,000
Revenue per employee$486,000
Estimated valuation?$4,277,800,000
Total funding$575,000,000

Key Contacts at Envestnet

Flag of US

Mark Davis

Chief Technology Officer

Flag of US

Ashley Klem

Principal Director, HR Business Partner & Head of Recruiting

Flag of US

Michelle Dunlop

Head of Sales Operations and Analytics

Company overview

Headquarters1000 Chesterbrook Blvd, Berwyn, Pennsylvania 19312, US
Phone number+13128272800
Website
NAICS52
SIC737
Employees2001-5000
Socials

Envestnet Email Formats

Envestnet uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@envestnet.com), used 59.2% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@envestnet.com
61.1%
{first name}.{last name}
john.doe@envestnet.com
37.4%

About Envestnet

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Employees by Management Level

Total employees: 2001-5000

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Envestnet has 1,550 employees across 17 departments.

Departments

Number of employees

Funding Data

Explore Envestnet's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-12-1516$575,000,000

Funding Insights

$575,000,000

Total funding amount

$575,000,000

Most recent funding amount

1

Number of funding rounds

Envestnet Tech Stack

Discover the technologies and tools that power Envestnet's digital infrastructure, from frameworks to analytics platforms.

Reddit Ads

Reddit Ads

Advertising

6sense

6sense

Marketing automation

Drift

Drift

Live chat

theTradeDesk

theTradeDesk

Advertising

New Relic

New Relic

RUM

PWA

PWA

Miscellaneous

Swiper

Swiper

JavaScript libraries

lit-element

lit-element

JavaScript libraries

Drupal

Drupal

CMS

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

PyScript

PyScript

Miscellaneous

Frequently asked questions

Envestnet is located in Tredyffrin, Pennsylvania, US.
You can reach Envestnet at +13128272800.
Envestnet generates an estimated annual revenue of $1,336,804,000. This revenue figure reflects the company's market position and business performance in its industry.
Envestnet has an estimated valuation of $4,277,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Envestnet has approximately 2001-5000 employees. The company continues to grow its workforce to support its business operations and expansion.
Envestnet has raised a total of $575,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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