Envestnet Inc - Company Profile
Powered by
All the data and insights you need on Envestnet Inc in one report.
- Save hours of research time and resources with
our up-to-date Envestnet Inc Strategy Report
- Understand Envestnet Inc position in the market,
performance and strategic initiatives.
- Gain competitive edge and increase your
chances of success
Related keylists
Envestnet Inc (Envestnet) provides financial and wealth management technology and services. The company provides unified wealth management software and services empowering financial advisors and institutions. Envestnet also offers data analytics, data intelligence, data aggregation and cloud-based innovation solutions to digital financial and technology innovators and financial institutions. Its brands include Envestnet Enterprise, Envestnet PMC (Portfolio Management Consultants), Envestnet MoneyGuide, Envestnet Tamarac and Envestnet Retirement Solutions. The company offers its services to financial advisors, investors and financial service providers. It operates in the US, Australia, the UK, India and Canada. Envestnet is headquartered in Chicago, Illinois, the US.
Envestnet Inc premium industry data and analytics
Products and Services
Services | Brands |
---|---|
Data Aggregation | Envestnet Retirement Solutions |
Data Analytics | Envestnet Yodlee |
Cloud Services | Envestnet MoneyGuide |
XYZ | XYZ |
XYZ | XYZ |
XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
Year | Event | Description |
---|---|---|
2024 | Contracts/Agreements | In March, the company expanded its partnership with Independent Financial Group to support its network of more than 600 independent financial professionals with increased access to its ecosystem of wealth management solutions. |
2024 | Contracts/Agreements | In March, Envestnet | Yodlee entered into a partnership with Ocrolus to insert Ocrolus technologies into the Envestnet | Yodlee platform. |
2023 | Plans/Strategy | In November, the company and the retirement groups within Morningstar Investment Management announced their plans to launch a managed accounts service for Individual Retirement Accounts powered by IRALOGIX. |
Competitor Comparison
Key Parameters | Envestnet Inc | Fiserv Inc | Intuit Inc | AssetMark, Inc. | Orion Advisor Services, LLC |
---|---|---|---|---|---|
Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
City | Berwyn | Milwaukee | Mountain View | Concord | Omaha |
State/Province | Pennsylvania | Wisconsin | California | California | Nebraska |
No. of Employees | 3,100 | 42,000 | 18,200 | - | - |
Entity Type | Public | Public | Public | Private | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
Name | Position | Board | Since | Age |
---|---|---|---|---|
James Fox | Chief Executive Officer - Interim; Chairman | Executive Board | 2024 | - |
Peter D'Arrigo | Chief Financial Officer | Senior Management | 2008 | 55 |
Joshua Mayer | Chief Operating Officer | Senior Management | 2014 | - |
Rich Aneser | Chief Strategy Officer | Senior Management | - | - |
Robert Coppola | Chief Technology Officer | Senior Management | - | - |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Access more premium companies when you subscribe to Explorer
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward