Insights

Niche Market Focus Envestnet Retirement Solutions specializes in providing technology-driven services tailored specifically for retirement plan professionals, presenting an opportunity to target firms seeking comprehensive, integrated retirement management platforms.

Growth Potential With revenue estimates ranging from 1 million to 10 million and a focused client base, there is significant scope for expansion through upselling advanced features or strategic partnerships with similar-sized or larger financial firms.

Technology Integration Their emphasis on integrated technology and data aggregation suggests opportunities to promote complementary fintech solutions or upgrades that enhance data analytics, portfolio management, and compliance capabilities for existing clients.

Competitive Landscape Positioned alongside major financial service providers with extensive employee bases and broad product offerings, Envestnet RS can benefit from targeted outreach to firms looking for specialized retirement tech solutions to differentiate their service offerings.

Market Trends The shift towards holistic, data-driven retirement planning tools indicates a growing demand among financial advisory firms for integrated practice management solutions, creating opportunities to position Envestnet RS as a strategic partner for modern retirement planning.

Envestnet Retirement Solutions Tech Stack

Envestnet Retirement Solutions uses 8 technology products and services including Google Hosted Libraries, AngularJS, jQuery, and more. Explore Envestnet Retirement Solutions's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • AngularJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • 6sense
    Marketing Automation
  • Imperva
    Security
  • X-XSS-Protection
    Security
  • Bootstrap
    UI Frameworks

Media & News

Envestnet Retirement Solutions's Email Address Formats

Envestnet Retirement Solutions uses at least 2 format(s):
Envestnet Retirement Solutions Email FormatsExamplePercentage
First.Last@envestnet.comJohn.Doe@envestnet.com
75%
FLast@envestnet.comJDoe@envestnet.com
15%
First.L@envestnet.comJohn.D@envestnet.com
6%
Last.First@envestnet.comDoe.John@envestnet.com
4%
First.Last@envestnetrs.comJohn.Doe@envestnetrs.com
42%
Last_First@envestnetrs.comDoe_John@envestnetrs.com
29%
First_L@envestnetrs.comJohn_D@envestnetrs.com
17%
First.L@envestnetrs.comJohn.D@envestnetrs.com
12%

Frequently Asked Questions

Where is Envestnet Retirement Solutions's headquarters located?

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Envestnet Retirement Solutions's main headquarters is located at Chicago, Illinois United States. The company has employees across 2 continents, including North AmericaAsia.

What is Envestnet Retirement Solutions's official website and social media links?

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Envestnet Retirement Solutions's official website is envestnetrs.com and has social profiles on LinkedIn.

What is Envestnet Retirement Solutions's NAICS code?

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Envestnet Retirement Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Envestnet Retirement Solutions have currently?

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As of December 2025, Envestnet Retirement Solutions has approximately 36 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Software: V. R.Vice President, Quality Assurance Automation: D. L.Vice President, Senior Investment Specialist: E. G.. Explore Envestnet Retirement Solutions's employee directory with LeadIQ.

What industry does Envestnet Retirement Solutions belong to?

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Envestnet Retirement Solutions operates in the Financial Services industry.

What technology does Envestnet Retirement Solutions use?

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Envestnet Retirement Solutions's tech stack includes Google Hosted LibrariesAngularJSjQueryHammer.js6senseImpervaX-XSS-ProtectionBootstrap.

What is Envestnet Retirement Solutions's email format?

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Envestnet Retirement Solutions's email format typically follows the pattern of First.Last@envestnet.com. Find more Envestnet Retirement Solutions email formats with LeadIQ.

Envestnet Retirement Solutions

Financial ServicesIllinois, United States11-50 Employees

Envestnet | Retirement Solutions (ERS) offers a comprehensive suite of services designed specifically for retirement plan professionals. With our integrated technology, ERS addresses the regulatory, data, and investment needs of retirement plans and delivers the information holistically—as opposed to providing single-point solutions—as well as comprehensibly so that you can feel confident with the decisions that you make.

Through ERS, we can help you transform retirement data into usable practice management information. Data aggregation will provide you with the opportunity to build data-driven insights. Working in partnership, we can create the opportunity to drive a better outcome—a more efficient, cost-effective retirement-plan process, the ability to grow, and to help individuals with their retirement goals.

Building on Envestnet's advanced capabilities, we have helped develop a dedicated retirement platform that leverages Envestnet's technology resources, data integration and practice management, along with our knowledge in investment research, portfolio construction, and fiduciary management to meet the specialized needs of each stakeholder.

For more information on Envestnet, please visit www.envestnet.com and www.envestnetrs.com.  Follow @ENVintel.
Disclosure: http://www.envestnet.com/social-media-disclosure

Section iconCompany Overview

Headquarters
Chicago, Illinois United States
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Envestnet Retirement Solutions's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Envestnet Retirement Solutions's revenue is estimated to be in the range of $1M$10M

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