Envestnet
Agent41Agent Readiness: 41/100. Above median. Measured by StartupHub.ai. Median 41.Trust81Data Trust: 81/100. Top 25%. Measured by StartupHub.ai. Median 61.Financial technology company providing wealth management solutions and data aggregation.
About
Envestnet provides innovative technology solutions for the future of wealth management, aiming to deliver financial wellness to more people. Their platform offers an ecosystem of interconnected solutions, intelligence, and technologies designed to empower asset managers, RIAs, financial institutions, and financial professionals. They serve these groups by helping them enhance expertise, supercharge practice growth, drive scalable growth, and simplify practice management.
Listed competitors
A global technology and data platform empowering investment professionals with insights and tools.
Technology platform for financial advisors to manage client relationships and operations.
Global financial services software and services provider for investment management.
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Key facts
- Website
- envestnet.com
- Headquarters
- Chicago, United States
- Founded
- 1999
- Employees
- 2,774
- Total funding
- $4.5B (Acquisition)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 11 Jul 2024 | Acquisition | $4.5B | Reverence Partners |
Tech stack
Detected on envestnet.com, last scanned 31 Oct 2026. Run your own scan
- Auth
- Okta
- CDN
- AWS CloudFront
- Hosting
- AWS
- Email provider
- Microsoft 365
- Email marketing
- Salesforce Pardot
Envestnet scores 74. Does yours?
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Frequently asked
Is Envestnet trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Envestnet is 81 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Envestnet raised?
Envestnet has raised a total of $4.5B in funding. The most recent round on record is Acquisition.
How many employees does Envestnet have?
Envestnet has approximately 2,774 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Envestnet
