Envestnet | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Analytics & Tracking
Social & Marketing
Video & Media
Email & Communication
Keywords & Focus Areas
Envestnet
Overview
Envestnet, Inc. is a prominent financial technology company based in Berwyn, Pennsylvania, founded in 1999. It specializes in wealth management software and services for financial advisors, institutions, and asset managers both in the United States and internationally.
The company operates through two main segments. Envestnet Wealth Solutions offers a comprehensive wealth management platform with data aggregation, analytics, digital advice, and financial planning capabilities, including offerings such as Tamarac for portfolio management and MoneyGuide for financial planning. Envestnet Data & Analytics provides a platform for data connectivity, analytics, and digital experiences to clients including retail banks and fintech companies. Envestnet's solutions empower financial professionals to deliver personalized, efficient advice, facilitating operational efficiency and improved client outcomes. Its growth is driven by strategic acquisitions and evolving technology offerings for the financial advisory industry.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1999 |
| Revenue | 1.2B |
| Headquarters | 1000 Chesterbrook Blvd, Berwyn, Pennsylvania 19312, United States |
| Languages | English |
| Parent Organization | Bain Capital |
Contact Details
- Phone: +1 312-827-2800
- Website: envestnet.com
- LinkedIn: linkedin.com/company/envestnet
Key Focus Areas & Initiatives
- Wealth management
- Financial services
- Investment management
- Banking solutions
- Financial planning technology
- Data aggregation & analytics
Technologies Used
- AI
- Amplitude
- Atlassian Cloud
- Bing Ads
- Bizible
- CrazyEgg
- Drupal
- Facebook Custom Audiences
- Facebook Login (Connect)
- Facebook Widget
- Google Analytics
- Google Tag Manager
- HeapAnalytics
- Highcharts JS Library
- Linkedin Marketing Solutions
- Marketo
- Mobile Friendly
- New Relic
- Nginx
- Outlook
- Piwik
- React Redux
- Route 53
- SnapEngage
- The Trade Desk
- Twitter Advertising
- Typekit
- Varnish
- Vimeo
- Visual Website Optimizer
Community
