LeadIQ logo
Learn more at LeadIQ.com
✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.

Insights

Wealth Management Solutions Envestnet offers a comprehensive ecosystem of technology solutions and advanced insights for wealth managers, catering to over 110,000 advisors, 17 of the top 20 U.S. banks, and 48 of the 50 largest wealth management firms. This presents a significant sales opportunity to provide upgraded technology tools and support to these institutions for enhanced business growth and client outcomes.

Recent Product Launches Envestnet has recently launched innovative tools like the Proposal Desk and Order Blotter in its Retirement Solutions division. These new offerings streamline proposal generation and fixed income trade management, addressing specific needs of financial advisors. Leveraging these new products can be a strategic entry point for sales discussions with advisors looking to enhance their service offerings.

Strategic Partnerships Envestnet has formed partnerships with renowned companies like Franklin Templeton, BlackRock, and Fidelity Investments to expand distribution and launch personalized investment strategies. These collaborations open doors for cross-selling opportunities, especially with advisors associated with these partnering firms who may be interested in Envestnet's integrated solutions.

Awards and Recognitions Envestnet's consistent recognition through awards like the Wealthies' Awards and being finalist in multiple categories at the Wealth Management Industry Awards highlight its industry reputation and leadership. This reputation can be leveraged in sales conversations to build credibility and trust with potential clients, demonstrating Envestnet's commitment to excellence.

Financial Strength and Market Position With a revenue of $1 billion and substantial funding of $575 million, Envestnet exhibits financial stability and growth potential. This financial health combined with its market presence among top financial services firms positions Envestnet as a reliable partner for institutions seeking long-term investment in advanced technology solutions. Leveraging Envestnet's financial strength can strengthen sales pitches and proposals.

Similar companies to Envestnet, Inc

✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.

Envestnet, Inc Tech Stack

Envestnet, Inc uses 8 technology products and services including Microsoft Advertising, Adobe Photoshop, Microsoft Dynamics 365, and more. Explore Envestnet, Inc's tech stack below.

  • Microsoft Advertising
    Advertising
  • Adobe Photoshop
    Cad & Graphics
  • Microsoft Dynamics 365
    Enterprise Resource Planning
  • Okta
    Identity Verification
  • Skilljar
    Learning Management System
  • Salesloft
    Marketing Automation
  • JSON
    Programming Languages
  • Erlang
    Programming Languages

Media & News

Envestnet, Inc's Email Address Formats

Envestnet, Inc uses at least 3 format(s):
Envestnet, Inc Email FormatsExamplePercentage
First.Last@envestnet.comJohn.Doe@envestnet.com
77%
FLast@envestnet.comJDoe@envestnet.com
14%
First.L@envestnet.comJohn.D@envestnet.com
6%
Last.First@envestnet.comDoe.John@envestnet.com
3%
First.Last@envestnetrs.comJohn.Doe@envestnetrs.com
30%
Last_First@envestnetrs.comDoe_John@envestnetrs.com
23%
First_L@envestnetrs.comJohn_D@envestnetrs.com
15%
First.L@envestnetrs.comJohn.D@envestnetrs.com
15%
LFirst@envestnetrs.comDJohn@envestnetrs.com
4%
FiLast@envestnetrs.comJoDoe@envestnetrs.com
4%
Last.First@envestnetrs.comDoe.John@envestnetrs.com
5%
Last.F@envestnetrs.comDoe.J@envestnetrs.com
4%
First.Last@trv.envestnet.comJohn.Doe@trv.envestnet.com
54%
Last@trv.envestnet.comDoe@trv.envestnet.com
18%
F_Last@trv.envestnet.comJ_Doe@trv.envestnet.com
12%
First.L@trv.envestnet.comJohn.D@trv.envestnet.com
8%
FiLast@trv.envestnet.comJoDoe@trv.envestnet.com
4%
Last_First@trv.envestnet.comDoe_John@trv.envestnet.com
2%
Last.First@trv.envestnet.comDoe.John@trv.envestnet.com
2%

Frequently Asked Questions

Where is Envestnet, Inc's headquarters located?

Minus sign iconPlus sign iconEnvestnet, Inc's main headquarters is located at 1000 Chesterbrook Blvd Berwyn, Pennsylvania 19312 US. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Envestnet, Inc's phone number?

Minus sign iconPlus sign icon You can contact Envestnet, Inc's main corporate office by phone at
✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
+1-312-827-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Envestnet, Inc's stock symbol?

Minus sign iconPlus sign iconEnvestnet, Inc is a publicly traded company; the company's stock symbol is ENV.

What is Envestnet, Inc's official website and social media links?

Minus sign iconPlus sign iconEnvestnet, Inc's official website is envestnet.com and has social profiles on LinkedIn.

How much revenue does Envestnet, Inc generate?

Minus sign iconPlus sign icon As of September 2024, Envestnet, Inc's annual revenue reached $1.2B.

What is Envestnet, Inc's NAICS code?

Minus sign iconPlus sign iconEnvestnet, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Envestnet, Inc have currently?

Minus sign iconPlus sign iconAs of September 2024, Envestnet, Inc has approximately 2.7K employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: J. B.Chief Financial Officer: J. W.Chief Relationship Officer And Head Of Wealth Solutions And Pmc Asset Management Distribution: A. S.. Explore Envestnet, Inc's employee directory with LeadIQ.

What industry does Envestnet, Inc belong to?

Minus sign iconPlus sign iconEnvestnet, Inc operates in the Financial Services industry.

What technology does Envestnet, Inc use?

Minus sign iconPlus sign iconEnvestnet, Inc's tech stack includes Microsoft AdvertisingAdobe PhotoshopMicrosoft Dynamics 365OktaSkilljarSalesloftJSONErlang.

What is Envestnet, Inc's email format?

Minus sign iconPlus sign iconEnvestnet, Inc's email format typically follows the pattern of . Find more Envestnet, Inc email formats with LeadIQ.

How much funding has Envestnet, Inc raised to date?

Minus sign iconPlus sign icon As of September 2024, Envestnet, Inc has raised $575M in funding. The last funding round occurred on Nov 15, 2022 for $575M.
Envestnet, Inc

Envestnet, Inc

Financial ServicesPennsylvania, United States1001-5000 Employees

Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6.2 trillion in platform assets—more than 110,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients.  Data as of 6/30/24.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel).

Social Media Disclosure: www.envestnet.com/social-media-disclosure
Privacy Policy: https://www.envestnet.com/privacy

✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.

Section iconCompany Overview

Headquarters
1000 Chesterbrook Blvd Berwyn, Pennsylvania 19312 US
Phone number
✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
+1-312-827-****
Website
envestnet.com
Stock Symbol
ENV
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconMedia & News

Section iconFunding & Financials

  • $575M

    Envestnet, Inc has raised a total of $575M of funding over 11 rounds. Their latest funding round was raised on Nov 15, 2022 in the amount of $575M.

  • $1B

    Envestnet, Inc's revenue is in the range of $1B

Section iconFunding & Financials

  • $575M

    Envestnet, Inc has raised a total of $575M of funding over 11 rounds. Their latest funding round was raised on Nov 15, 2022 in the amount of $575M.

  • $1B

    Envestnet, Inc's revenue is in the range of $1B

Company Leadership

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

✕

Access Insights for Envestnet, Inc and Millions of Other Companies

Sign up for full access to Envestnet, Inc information. No credit card needed.
OR
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.