Envestnet

ENV · NYSE

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About ENV

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. The company is headquartered in Berwyn, Pennsylvania and currently employs 3,100 full-time employees. The company went IPO on 2010-07-29. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.

Employees
3,100
Headquarters
Berwyn, Pennsylvania
Listed
Jul 29, 2010
Sector
Information Technology
Industry
Software

Leadership

Envestnet executives
NameTitleSince
James Fox——
William Crager—2002
Joshua Warren——
Shelly O'Brien——
Luis Aguilar——
Gayle Crowell——
Wendy Lane——
Valerie Mosley——
Gregory Smith——
Barbara Turner——
Lauren Wolfe——

Revenue by product and region

Fiscal year ended Dec 31, 2023: $1.25B total revenue

By product

  • Total recurring revenue$1.21B97.1%
  • Professional services and other revenue$35.65M2.9%

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