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Envestnet
AddedFeb 15, 2024
UpdatedJun 28, 2026
Envestnet

Envestnet

Public

Envestnet is a fintech company providing wealth management platforms and financial planning software.

HQ
Chicago, IL, US
Founded
1999
Overview
Compare
Fundraising
Employees
Website

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.

Envestnet - Products & Services

  • MoneyGuidePro logo

    MoneyGuidePro

    MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.

    Competing Products

    Morningstar logo
    eMoney Advisor logo
    Orion Advisor Solutions logo

Envestnet - Similar Companies

eMoney Advisor logo

eMoney Advisor

emoneyadvisor.com

Fidelity Investments logo

Fidelity Investments

fidelity.com

Orion Advisor Solutions logo

Orion Advisor Solutions

orion.com

Morningstar logo

Morningstar

morningstar.com

Envestnet - Quick Facts

Who are Envestnet's competitors?

Companies similar to Envestnet include eMoney Advisor, Fidelity Investments, Orion Advisor Solutions and Morningstar.

When was Envestnet founded?

Envestnet was founded in 1999.

Where is Envestnet's headquarters located?

Envestnet's headquarters is located in Chicago, IL, US.

When was Envestnet's last funding round?

Envestnet's most recent funding round was for $575M (USD) in November 2022.

How much has Envestnet raised to-date?

As of Nov 15, 2022, Envestnet has raised a total of $1.4B (USD).

How many employees does Envestnet have?

Envestnet has 4,250 employees as of Feb 6, 2024.

Envestnet - Classification

Industry
  • Financial Services Companies
  • Financial Technology Companies
Geographic Exposure
  • Americas
Model
  • SaaS Platform
Customer
  • Enterprise
Tags
  • Fintech
  • Fintech SaaS
NAICS
  • 320000Manufacturing
  • 325000Chemical Manufacturing
  • 325900Other Chemical Product and Preparation Manufacturing
  • 325990All Other Chemical Product and Preparation Manufacturing
  • 325998All Other Miscellaneous Chemical Product and Preparation Manufacturing
SIC
  • 7300Business Services
  • 7380Miscellaneous Business Services
  • 7389Business Services, Not Elsewhere Classified
ISIC
  • 1200Manufacture of tobacco products
  • 5310Postal activities
  • 5920Sound recording and music publishing activities
  • 6619Other activities auxiliary to financial service activities
  • 6910Legal activities
  • 7110Architectural and engineering activities and related technical consultancy
  • 7310Advertising
  • 7410Specialized design activities
  • 7490Other professional, scientific and technical activities n.e.c.
  • 7990Other reservation service and related activities
  • 8219Photocopying, document preparation and other specialized office support activities
  • 8220Activities of call centres
  • 8230Organization of conventions and trade shows
  • 8292Packaging activities
  • 8299Other business support service activities n.e.c.
  • 9601Washing and (dry-) cleaning of textile and fur products
Show 107 more industry codes
NAICS
  • 310000Manufacturing
  • 312200Tobacco Manufacturing
  • 425000Wholesale Trade Agents and Brokers
  • 425120Wholesale Trade Agents and Brokers
  • 490000Transportation and Warehousing
  • 491100Postal Service
  • 491110Postal Service
  • 513200Software Publishers
  • 518000Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
  • 518200Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
  • 519000Web Search Portals, Libraries, Archives, and Other Information Services
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 711410Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures
  • 420000Wholesale Trade
  • 480000Transportation and Warehousing
  • 510000Information
  • 520000Finance and Insurance
  • 560000Administrative and Support and Waste Management and Remediation Services
  • 710000Arts, Entertainment, and Recreation
  • 810000Other Services (except Public Administration)
  • 312000Beverage and Tobacco Product Manufacturing
  • 313000Textile Mills
  • 314000Textile Product Mills
  • 488000Support Activities for Transportation
  • 491000Postal Service
  • 512000Motion Picture and Sound Recording Industries
  • 513000Publishing Industries
  • 522000Credit Intermediation and Related Activities
  • 541000Professional, Scientific, and Technical Services
  • 561000Administrative and Support Services
  • 711000Performing Arts, Spectator Sports, and Related Industries
  • 812000Personal and Laundry Services
  • 313300Textile and Fabric Finishing and Fabric Coating Mills
  • 314900Other Textile Product Mills
  • 425100Wholesale Trade Agents and Brokers
  • 488400Support Activities for Road Transportation
  • 512200Sound Recording Industries
  • 519200Web Search Portals, Libraries, Archives, and Other Information Services
  • 522300Activities Related to Credit Intermediation
  • 541100Legal Services
  • 541300Architectural, Engineering, and Related Services
  • 541400Specialized Design Services
  • 541800Advertising, Public Relations, and Related Services
  • 541900Other Professional, Scientific, and Technical Services
  • 561400Business Support Services
  • 561500Travel Arrangement and Reservation Services
  • 561700Services to Buildings and Dwellings
  • 561900Other Support Services
  • 711300Promoters of Performing Arts, Sports, and Similar Events
  • 711400Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures
  • 812300Drycleaning and Laundry Services
  • 812900Other Personal Services
  • 312230Tobacco Manufacturing
  • 313310Textile and Fabric Finishing Mills
  • 314990All Other Textile Product Mills
  • 488490Other Support Activities for Road Transportation
  • 512240Sound Recording Studios
  • 512290Other Sound Recording Industries
  • 513210Software Publishers
  • 518210Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
  • 519290Web Search Portals and All Other Information Services
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
  • 541190Other Legal Services
  • 541340Drafting Services
  • 541350Building Inspection Services
  • 541370Surveying and Mapping (except Geophysical) Services
  • 541410Interior Design Services
  • 541420Industrial Design Services
  • 541490Other Specialized Design Services
  • 541510Computer Systems Design and Related Services
  • 541870Advertising Material Distribution Services
  • 541890Other Services Related to Advertising
  • 541930Translation and Interpretation Services
  • 541990All Other Professional, Scientific, and Technical Services
  • 561410Document Preparation Services
  • 561420Telephone Call Centers
  • 561430Business Service Centers
  • 561440Collection Agencies
  • 561490Other Business Support Services
  • 561590Other Travel Arrangement and Reservation Services
  • 561790Other Services to Buildings and Dwellings
  • 561910Packaging and Labeling Services
  • 561920Convention and Trade Show Organizers
  • 561990All Other Support Services
  • 711310Promoters of Performing Arts, Sports, and Similar Events with Facilities
  • 711320Promoters of Performing Arts, Sports, and Similar Events without Facilities
  • 812320Drycleaning and Laundry Services (except Coin-Operated)
  • 812990All Other Personal Services
  • 314999All Other Miscellaneous Textile Product Mills
  • 541199All Other Legal Services
  • 541511Custom Computer Programming Services
  • 561421Telephone Answering Services
  • 561422Telemarketing Bureaus and Other Contact Centers
  • 561431Private Mail Centers
  • 561439Other Business Service Centers (including Copy Shops)
  • 561491Repossession Services
  • 561499All Other Business Support Services
  • 561591Convention and Visitors Bureaus
  • 561599All Other Travel Arrangement and Reservation Services
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 6282Investment Advice
  • 7371Computer Programming Services
  • 7372Prepackaged Software