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Envestnet

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About Envestnet

Envestnet provides an integrated ecosystem of wealth management technologies and data solutions designed to empower financial advisors, RIAs, asset managers, and financial institutions to deliver comprehensive financial wellness and modern wealth management. The company emphasizes tools and resources that connect clients’ daily financial lives with long-term goals, enabling scalable growth and enhanced client relationships across a range of advisory and investment operations. Headquartered in the United States, Envestnet markets its solutions to advisors and institutions seeking advanced data, analytics, and technology to support investment administration, reporting, and planning.

Recent News

No recent news for this company.

Recent Deals

No recent deals for this company.

Key Team Members

Dana D’Auria, CFA

Co-Chief Investment Officer and Group President, Envestnet Solutions

Chris Todd

Chief Executive Officer

Andrew Stavaridis

Chief Relationship Officer and Group Head of Wealth Solutions Distribution

Sue Burton

Chief Marketing Officer, Envestnet

Shelly O’Brien

Chief Legal Officer, General Counsel, Corporate Secretary

Key Facts

HQ Location

Chicago, United States

Founded

1999

Employees

1K-5K

Status

Public

Website

https://envestnet.com