Insights

Growing Market Niche Envestnet Retirement Solutions operates within the expanding retirement services industry, providing integrated technology and data-driven insights that can be attractive to financial advisory firms seeking to enhance practice management and client outcomes.

Technology Focus The company's utilization of advanced technology stacks such as AngularJS, jQuery UI, and Big Data tools positions them as an innovative partner, offering growth potential to clients interested in adopting cutting-edge retirement platform solutions.

Financial Scale With revenues ranging from one to ten million dollars, Envestnet RS presents an opportunity to engage mid-sized firms or financial advisors seeking scalable and comprehensive retirement plan management services to expand their offerings.

Strategic Partnership Envestnet’s emphasis on holistic, data-driven insights indicates potential for partnerships with firms aiming to improve client retirement outcomes through integrated practice management and fiduciary solutions.

Industry Positioning As part of the broader Envestnet family, the company benefits from a well-established industry presence, suggesting opportunities to leverage brand credibility and technology ecosystems for sales expansion into similar financial service segments.

Envestnet Retirement Solutions Tech Stack

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

  • Google Hosted Libraries
    Content Delivery Network
  • AngularJS
    Javascript Frameworks
  • jQuery UI
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • 6sense
    Marketing Automation
  • HSTS
    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
71%
FLast@envestnet.comJDoe@envestnet.com
14%
First.L@envestnet.comJohn.D@envestnet.com
6%
Last.First@envestnet.comDoe.John@envestnet.com
3%
First@envestnet.comJohn@envestnet.com
1%
LF@envestnet.comDJ@envestnet.com
1%
First.Middle@envestnet.comJohn.Michael@envestnet.com
1%
First.MiddleLast@envestnet.comJohn.MichaelDoe@envestnet.com
1%
FirstLast@envestnet.comJohnDoe@envestnet.com
1%
FirMLast@envestnet.comJohMDoe@envestnet.com
1%
First.Last@envestnetrs.comJohn.Doe@envestnetrs.com
42%
Last_First@envestnetrs.comDoe_John@envestnetrs.com
30%
First_L@envestnetrs.comJohn_D@envestnetrs.com
18%
First.L@envestnetrs.comJohn.D@envestnetrs.com
10%

Frequently Asked Questions

Where is Envestnet Retirement Solutions's headquarters located?

Minus sign iconPlus sign icon
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?

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

What is Envestnet Retirement Solutions's NAICS code?

Minus sign iconPlus sign icon
Envestnet Retirement Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Envestnet Retirement Solutions have currently?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Envestnet Retirement Solutions operates in the Financial Services industry.

What technology does Envestnet Retirement Solutions use?

Minus sign iconPlus sign icon
Envestnet Retirement Solutions's tech stack includes Google Hosted LibrariesAngularJSjQuery UIHammer.js6senseHSTSX-XSS-ProtectionBootstrap.

What is Envestnet Retirement Solutions's email format?

Minus sign iconPlus sign icon
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

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.