What departments does Envestnet have?

Envestnet has employees across 14 departments including Information Security, Marketing, Human Resources, Solutions Engineering, Operations.

What is the largest department at Envestnet?

The largest department at Envestnet is Engineering with 7 employees.

Where are Envestnet employees located globally?

Envestnet has employees across 4 continents and 15 countries including Kenya, India, Philippines, Japan, Kuwait.

How has Envestnet's team size changed over time?

Envestnet's team has decreased from approximately 3.1K to 2.3K employees based on available data.

Envestnet 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.

Envestnet Global Highlights

North America
2.1K

United States Of America
2K
Canada
13
Mexico
1

Asia
944

India
932
Philippines
5
United Arab Emirates
2
Japan
1
Kuwait
1
Qatar
1
Bahrain
1
Singapore
1

Europe
12

United Kingdom Of Great Britain And Northern Ireland
8
Germany
3
France
1

Africa
1

Kenya
1

Envestnet's Leadership

C. T.
Chief Executive Officer
Mobile Phone
Email
J. B.
Chief Executive Officer
Mobile Phone
Email
D. K.
Cto Financial Planning
Mobile Phone
Email
D. N. P.
Chief Relationship Officer
Mobile Phone
Email
R. F.
Chief Information Security Officer
Mobile Phone
Email
S. B.
Chief Marketing Officer
Mobile Phone
Email
S. Q.
Chief People Officer
Mobile Phone
Email
K. E.
Chief Operations Officer
Mobile Phone
Email

Envestnet Employee Metrics

100%

50%

0%

2026

2025

Engineering
Analytics
Consultant
Operations
Product Management
Other
Accounting
Banking
Finance
Quality Assurance

Contact profiles from Envestnet

Name

Title

Contact Info

Location

Last Update

D. N. P.
Chief Relationship Officer
Mobile Phone
Email
United StatesGeorgia
Mar 23, 2026
C. T.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
May 13, 2026
R. F.
Chief Information Security Officer
Mobile Phone
Email
United StatesSouth Carolina
May 28, 2026
S. B.
Chief Marketing Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
S. Q.
Chief People Officer
Mobile Phone
Email
Jun 17, 2026
D. M. D.
Co-Cio And Group President, Envestnet Solutions
Mobile Phone
Email
United StatesNew York
May 14, 2026
K. E.
Chief Operations Officer
Mobile Phone
Email
United StatesRhode Island
Apr 12, 2026
C. G.
Senior Executive Assistant To Chief People Officer
Mobile Phone
Email
United StatesNew York
Apr 13, 2026
A. S.
Chief Relationship Officer And Head Of Wealth Solutions And Pmc Asset Management Distribution
Mobile Phone
Email
United StatesMassachusetts
May 22, 2026
J. H.
Executive Assistant To The Chief Technology Officer
Mobile Phone
Email
United StatesMississippi
Mar 30, 2026

Frequently Asked Questions

What is Envestnet known for?

Envestnet operates in the Financial Services industry. The company's main headquarters is located in 1000 Chesterbrook Boulevard Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at

+1-312-827-****

. Explore Envestnet's company overview page for more information.

What is Envestnet's most common email format?

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

How many employees does Envestnet have currently?

Envestnet has approximately 2.8K employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Envestnet's key employees and leadership?

As of June 2026, Envestnet's key employees include:

Chief Executive Officer: C. T.
Chief Executive Officer: J. B.
Cto Financial Planning: D. K.
Chief Relationship Officer: D. N. P.
Chief Information Security Officer: R. F.

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Envestnet Employee Directory

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