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Envestnet | Finance Logix logo

Envestnet | Finance Logix Employee Directory

Software DevelopmentArizona, United States2-10 Employees

Finance Logix offers a suite of client-facing financial planning tools designed to educate clients and illustrate planning scenarios through graphical representations. The platform focuses on helping financial advisers attract and retain clients by combining accessible modeling with an intuitive, visual experience. Based in Tucson, Arizona, the software is built on a scalable engine and has supported large enterprises in delivering financial advice for more than a decade. Its target market comprises advisory firms and other financial professionals who seek clear scenario planning and facilitation of client conversations. In April 2022, Amrita Financial announced a strategic partnership with Finance Logix, reflecting ongoing collaboration in the market.

Find Envestnet | Finance Logix employees' phone numbers or email addresses

Envestnet | Finance Logix Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Envestnet | Finance Logix's Leadership

  • Stylized image of a person
    Z. S.
    Avp Software Development Lead
    Mobile Phone
  • Stylized image of a person
    A. F.
    Software Engineer
    Mobile Phone
  • Stylized image of a person
    R. M.
    Product Coordinator
    Mobile Phone

Envestnet | Finance Logix Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Product Management
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Envestnet | Finance Logix

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    Z. S.
    Avp Software Development Lead
    Mobile Phone
    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    A. F.
    Software Engineer
    Mobile Phone
    UNITED STATES
    Jul 15, 2025
  • Stylized image of a person
    R. M.
    Product Coordinator
    Mobile Phone
    United StatesArizona
    Oct 17, 2024

Frequently Asked Questions

What is Envestnet | Finance Logix known for?

Minus sign iconPlus sign iconEnvestnet | Finance Logix operates in the Software Development industry; you can contact the main corporate office by phone at
+1-800-557-****
. Explore Envestnet | Finance Logix's company overview page for more information.

What is Envestnet | Finance Logix's most common email format?

Minus sign iconPlus sign iconEnvestnet | Finance Logix employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Envestnet | Finance Logix email formats with LeadIQ.

How many employees does Envestnet | Finance Logix have currently?

Minus sign iconPlus sign iconEnvestnet | Finance Logix has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Envestnet | Finance Logix's key employees and leadership?

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As of July 2026, Envestnet | Finance Logix's key employees include:

  • Avp Software Development Lead: Z. S.
  • Software Engineer: A. F.
  • Product Coordinator: R. M.

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