Envestnet | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Envestnet, Inc.
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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.
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