Envestnet Company Overview

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Envestnet
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About Envestnet

Envestnet (NYSE:ENV) is a technology company that specializes in providing cloud-based financial services and software for financial advisors and institutions. With a vast array of products and services including wealth management platforms, data analytics, and advisory services, Envestnet aims to empower financial advisors to better manage client outcomes and enhance their value. The company’s projects often involve developing innovative fintech solutions, streamlining investment management processes, and integrating cutting-edge technology to help advisors optimize their strategies and operations. Envestnet's core objective is to democratize financial services in a way that makes wealth management accessible and efficient for advisors and their clients, providing tools that support better financial decision-making and drive success in the wealth management ecosystem.

What is Envestnet known for?

Snapshot

1999
Year founded
3083
Employees
Chicago, United States
Head office
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Operations

All Locations
United States

Products and/or services of Envestnet

  • Wealth Management Platform: Offers integrated portfolio, practice management, and reporting tools for financial advisors.
  • Tamarac: A comprehensive suite of applications for independent RIAs to improve operational efficiency and client service.
  • Yodlee: Provides aggregated consumer financial data for personal finance applications.
  • Envestnet Insurance Exchange: Bridges the gap between wealth management and insurance products for advisors and clients.
  • Data and Analytics: Employs big data to provide insights, predictive analytics, and consulting services for improving financial strategies.
  • Retirement Solutions: Offers services and technology to help plan sponsors and advisors in the retirement planning industry.

Envestnet executive team

  • Mr. James Lawrence FoxInterim CEO & Chairman
  • Mr. William C. CragerCo-Founder & Strategic Advisor
  • Mr. Joshua B. WarrenChief Financial Officer
  • Ms. Shelly S O'Brien J.D.Chief Legal Officer, General Counsel & Corporate Secretary
  • Ms. Dana Marie D'Auria C.F.A.Co-Chief Investment Officer & Group President of Envestnet Solutions
  • Grace WagnerDirector of Investor Relations
  • Ms. Sharon RosenthalChief Human Resources Officer
  • Mr. Matthew J. MajorosSenior Vice President of Financial Reporting
  • Mr. Andrew StavaridisChief Relationship Officer & Group Head of Wealth Solutions Distribution
  • Ms. Molly WeissGroup President of Wealth Management Platform

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