Envestnet Email Format

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.

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