Envestnet is a fintech company providing wealth management platforms and financial planning software.
Envestnet, Inc. is a financial technology company headquartered in Chicago, Illinois that provides integrated wealth management platforms, data analytics, and financial planning software. The company serves over 108,000 financial advisors and more than 6,000 companies including 18 of the 20 largest U.S. banks. Its core offerings include Envestnet Wealth Solutions for portfolio management and advisory services, Envestnet Data and Analytics (formerly Yodlee) for data aggregation and insights, and Envestnet MoneyGuide for goals-based financial planning.
Founded in 1999, Envestnet was acquired by Bain Capital Private Equity in 2024 after trading on NYSE under ENV. The platform processes over 6.5 trillion dollars in assets and connects to over 19,000 data sources. Key products include MoneyGuide, a top-ranked financial planning platform with three tiers, and Yodlee data aggregation solutions serving 14 of the top 20 U.S. financial institutions.
Companies similar to Envestnet include Astraeus, eMoney Advisor, Fidelity Investments and Orion Advisor Solutions.
Envestnet was founded in 1999.
Envestnet's headquarters is located in Chicago, IL, US.
Envestnet's most recent funding round was for $575M (USD) in November 2022.
As of Nov 15, 2022, Envestnet has raised a total of $1.4B (USD).
Envestnet has 4,250 employees as of Feb 6, 2024.
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