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Envestnet

www.envestnet.com/
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Leading provider of intelligent systems for wealth management and financial wellness

Year Founded 1999
Total Raised $40M
Funding Stage Public
Employees 1001-5000
Country United States
Operation area United States
HQ Address 35 East Wacker Drive, 24th Floor, Chicago, IL 60601, US
About

Envestnet, Inc. (ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisors (“RIAs”​). Envestnet |MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
More than 97,000 advisors and more than 3,800 companies including: 17 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

Key People
Judson Bergman CEO & Chairman
James Lumberg Executive Vice President & Co-Founder
William Crager CEO & President
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Country United States
Operation area United States
HQ Address 35 East Wacker Drive, 24th Floor, Chicago, IL 60601, US


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Country United States
Operation area United States
HQ Address 35 East Wacker Drive, 24th Floor, Chicago, IL 60601, US


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