Envestnet Employee Directory

Financial ServicesPennsylvania, United States1001-5000 Employees

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).

Social Media Disclosure: www.envestnet.com/social-media-disclosure
Privacy Policy: https://www.envestnet.com/privacy

Find Envestnet employees' phone numbers or email addresses

Envestnet Global Highlights

Location
Employees

North America
2K

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  • United States Of America
    2K
  • Canada
    13

Asia
926

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  • India
    914
  • Philippines
    5
  • United Arab Emirates
    2
  • Qatar
    1
  • Kuwait
    1
  • Bahrain
    1
  • Japan
    1
  • Singapore
    1

Europe
14

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  • United Kingdom Of Great Britain And Northern Ireland
    9
  • Germany
    3
  • Spain
    1
  • France
    1

Africa
1

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  • Kenya
    1

Envestnet's Leadership

  • Stylized image of a person
    C. T.
    Chief Executive Officer
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  • Stylized image of a person
    J. B.
    Chief Executive Officer
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  • Stylized image of a person
    D. K.
    Cto Financial Planning
    Phone icon
  • Stylized image of a person
    D. N. P.
    Chief Relationship Officer
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  • Stylized image of a person
    S. B.
    Chief Marketing Officer
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  • Stylized image of a person
    S. Q.
    Chief People Officer
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  • Stylized image of a person
    J. W.
    Chief Financial Officer
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  • Stylized image of a person
    J. H.
    Chief Financial Officer
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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
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    P. L.
    Executive Assistant To Group President, Wealth Management Platform
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    United StatesNorth Carolina
    Mar 13, 2025
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    R. C.
    President
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    Oct 16, 2024
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    J. K.
    Head Of Envestnet Data Solutions
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    United StatesTexas
    Feb 10, 2026
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    S. J.
    Head Of Billing Development
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    United StatesUtah
    Jan 15, 2026
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    S. B.
    Head Of Asset Management Engagement
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    United StatesConnecticut
    Oct 26, 2025
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    S. M.
    Head Of Ria Distribution
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    United StatesNew Hampshire
    Dec 12, 2025
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    J. S.
    Vp, Regional Director
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    United StatesMississippi
    Feb 04, 2026
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    A. J.
    Vice President
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    Oct 21, 2025
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    D. R.
    Head Of Revenue Manager
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    United StatesMassachusetts
    Feb 02, 2026
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    J. G.
    Head Of Product & Design
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    United StatesMassachusetts
    Feb 12, 2026

Frequently Asked Questions

What is Envestnet known for?

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

What is Envestnet's most common email format?

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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?

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

Who are Envestnet's key employees and leadership?

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As of February 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 Marketing Officer: S. B.

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