Envestnet, Inc logo

Envestnet, Inc Employee Directory

Financial ServicesPennsylvania, United States1001-5000 Employees

Envestnet is a financial services company that operates as an Adaptive WealthTech provider, delivering technology, insights, and support to financial advisors to guide clients through various stages of their financial lives. Headquartered in Berwyn, Pennsylvania, the company serves a professional services market with a workforce of 1,001 to 5,000 employees. With 25 years of experience and about $7.0 trillion in platform assets, Envestnet supports a broad network of banks, wealth managers, brokerages, and RIAs. It refers to a family of operating subsidiaries under the holding company Envestnet, Inc., indicating a multi-entity corporate structure. These attributes position Envestnet as a longstanding player in advisor-facing technology and asset management platforms within the financial services industry.

Find Envestnet, Inc employees' phone numbers or email addresses

Envestnet, Inc Global Highlights

Location
Employees

North America
2K

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  • United States Of America
    2K
  • Canada
    14
  • Mexico
    1

Asia
912

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  • India
    899
  • Philippines
    6
  • United Arab Emirates
    2
  • Kuwait
    1
  • Japan
    1
  • Bahrain
    1
  • Qatar
    1
  • Singapore
    1

Europe
11

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  • United Kingdom Of Great Britain And Northern Ireland
    7
  • Germany
    2
  • Ukraine
    1
  • France
    1

Africa
1

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  • Kenya
    1

Oceania
1

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  • Australia
    1

Envestnet, Inc's Leadership

  • Stylized image of a person
    J. B.
    Chief Executive Officer
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  • Stylized image of a person
    B. R.
    Chief Product Officer
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  • Stylized image of a person
    D. N.
    Chief Business Operations Officer
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  • Stylized image of a person
    P. D.
    Chief Financial Officer
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  • Stylized image of a person
    K. E.
    Chief Operations Officer
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  • Stylized image of a person
    N. K.
    Vice President - Investment Analysis
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  • Stylized image of a person
    P. R.
    Vp - Engineering
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    J. P.
    Vice President Enterprise Architecture
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Envestnet, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Consultant
  • Operations
  • Product Management
  • Other
  • Accounting
  • Banking
  • Finance
  • Quality Assurance

Contact profiles from Envestnet, Inc

Name
Title
Contact Info
Location
Last Update
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    B. R.
    Chief Product Officer
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    Jun 27, 2025
  • Stylized image of a person
    D. D.
    Co-Chief Investment Officer
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    Jun 04, 2024
  • Stylized image of a person
    D. N.
    Chief Business Operations Officer
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    May 06, 2024
  • Stylized image of a person
    J. Y.
    Store Owner
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    Mar 22, 2023
  • Stylized image of a person
    J. B.
    Chief Executive Officer
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    Oct 22, 2024
  • Stylized image of a person
    L. H.
    Group President Advisor Services
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    Oct 17, 2024
  • Stylized image of a person
    P. G.
    Owner
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    Oct 17, 2024
  • Stylized image of a person
    P. D.
    Chief Financial Officer
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    Oct 17, 2024
  • Stylized image of a person
    R. C.
    President
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    Oct 16, 2024
  • Stylized image of a person
    K. E.
    Chief Operations Officer
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    Jul 29, 2026

Frequently Asked Questions

What is Envestnet, Inc known for?

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Envestnet, Inc operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Envestnet, Inc's company overview page for more information.

What is Envestnet, Inc's most common email format?

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Envestnet, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Envestnet, Inc email formats with LeadIQ.

How many employees does Envestnet, Inc have currently?

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Envestnet, Inc has approximately 2.8K employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Envestnet, Inc's key employees and leadership?

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As of July 2026, Envestnet, Inc's key employees include:

  • Chief Executive Officer: J. B.
  • Chief Product Officer: B. R.
  • Chief Business Operations Officer: D. N.
  • Chief Financial Officer: P. D.
  • Chief Operations Officer: K. E.

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