OverviewSuggest Edit

Envestnet is a provider of unified wealth management technology and services to investment advisors. The Company's open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Its solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. 

HQChicago, US
Employee Ratings4

Latest Updates

Employees (est.) (Dec 2018)3,920(+12%)
Job Openings24
Revenue (FY, 2019)$900.1 M(+11%)
Share Price (Sept 2020)$76.8 (-1%)
Cybersecurity ratingCMore

Key People/Management at Envestnet

Charles Roame

Charles Roame

Vice Chairman
Bill Crager

Bill Crager

Chief Executive Officer, Director
Scott Grinis

Scott Grinis

Chief Technology Officer
Debra Devoe

Debra Devoe

Chief Compliance Officer, Managing Director
Josh Mayer

Josh Mayer

Chief Operating Officer
Shelly O'Brien

Shelly O'Brien

Chief Legal Officer, General Counsel, and Corporate Secretary
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Envestnet Office Locations

Envestnet has offices in Chicago, Berwyn, Boston, Denver and in 7 other locations
Chicago, US (HQ)
35 E Wacker Dr 24th floor
Berwyn, US
1000 Chesterbrook Blvd #135
Boston, US
75 State St
Denver, US
1801 California St
New York, US
489 5th Ave
Plano, US
5360 Legacy Dr #130
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Envestnet Financials and Metrics

Envestnet Revenue

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Envestnet's revenue was reported to be $900.13 m in FY, 2019

Revenue (Q2, 2020)


Gross profit (Q2, 2020)


Gross profit margin (Q2, 2020), %


Market capitalization (18-Sept-2020)


Closing stock price (18-Sept-2020)


Cash (30-Jun-2020)



Envestnet's current market capitalization is $4.1 b.
USDQ2, 2011

Financial Leverage

1.4 x
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Envestnet Operating Metrics

Envestnet's Enterprise Customers was reported to be 2.5 k in FY, 2016.
FY, 2011FY, 2012FY, 2013Q1, 2014Q2, 2014Q3, 2014FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q2, 2016Q3, 2016FY, 2016Q1, 2017Q2, 2017Q3, 2017


19.60 k16.09 k30.63 k32.39 k33.53 k36.15 k40.24 k41.33 k42.41 k43.59 k47.33 k49.39 k51.15 k52.05 k54.34 k55.14 k57.51 k59.48 k

Platform Accounts

929 k1.68 m2.24 m2.35 m2.50 m2.73 m2.86 m2.98 m3.07 m3.20 m3.47 m3.64 m5.74 m5.88 m6.10 m5.82 m6.51 m6.72 m

Platform Assets

$140 b$368 b$537 b$572.47 b$621.93 b$667.74 b$713 b$749.17 b$792.52 b$788.56 b$852 b$880.01 b$1 t$1.09 t$1.10 t$1.13 t$1.22 t$1.29 t

Enterprise Customers

2.50 k
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Envestnet Acquisitions / Subsidiaries

Company NameDateDeal Size
FolioDynamixJanuary 02, 2018$195 m

Envestnet Cybersecurity Score

Cybersecurity ratingPremium dataset



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Envestnet Revenue Breakdown

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Envestnet revenue breakdown by business segment: 22.6% from Envestnet | Yodlee and 77.4% from Envestnet

Envestnet Online and Social Media Presence

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Envestnet News and Updates

Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish

CHICAGO, Sept. 15, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that the Envestnet | Tamarac wealth management platform has implemented an integration with Flourish Cash, a cash management solution. Account data from Flourish Cash can now be accessed and imported by...

Envestnet Celebrates 20 Years of Innovation

CHICAGO, Sept. 10, 2020 /PRNewswire/ -- After celebrating 10 years of being a public company in July, Envestnet, Inc. (NYSE: ENV) is commemorating the 20-year anniversary of its unified advice platform with a microsite featuring a timeline that highlights major growth and innovation...

Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights

CHICAGO, Sept. 9, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear picture of their books of business for employer-sponsored...

FIDx & Envestnet | MoneyGuide Forge Partnership to Make Annuities Available Directly From Financial Plans

BERWYN, Pa., Sept. 1, 2020 /PRNewswire/ -- FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | MoneyGuide that gives...

Envestnet | Tamarac Named 'Best-In-Class' Vendor by Aite Group

CHICAGO, Aug. 26, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | Tamarac (Tamarac) has been named a "Best-In-Class" portfolio management and reporting system vendor in Aite Group's most recent industry impact report, published in August 2020. The study...

Envestnet Institute On Campus Celebrates Five Years of Providing Diverse Talent Base for Asset & Wealth Management Industry

CHICAGO, Aug. 17, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that 3,388 students have completed the Envestnet Institute On Campus program as of June 30, 2020. Five years after its establishment, the online asset and wealth management career-training initiative now includes...
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Envestnet Blogs

Strategist Managers Helped Advisors Navigate A Global Pandemic

Many financial advisors were caught scrambling in March as the pandemic took hold in the United States and, like many of us, they had to find new ways to balance their personal and professional lives...

Impact Investing: Key Resources To Help You Get Started

In 2019, flows into U.S. sustainable funds more than quadrupled the previous annual record for net flows. In the first four months of 2020, investors poured a record of at least $12.2 billion into environmental, social, and governance (ESG) funds.

Investing Through a Lens of Social Justice

One of the major drivers of advisor trust is truly listening to clients and putting their interests first, which includes those clients’ personal values...

Help Your Clients Understand the Markets and Their Portfolios

While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.

The Advisor’s Playbook for Leading Your Clients Forward: A Q&A With John Harris, Managing Director

Last week we released “The Advisors’ Playbook For Leading Your Clients Forward.” Featured below is an interview with John Harris, Managing Director, Envestnet, offering greater insight into the intent of the playbook and how you can get the most value...

2020 Advisor Summit On-Demand Featuring: Envestnet | Analytics

Although we made the difficult decision to cancel this year’s Envestnet Advisor Summit, we felt a responsibility to find a way to deliver that experience, with advice, technology, data, insights, and expertise from across the industry...
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Envestnet Frequently Asked Questions

  • When was Envestnet founded?

    Envestnet was founded in 1999.

  • Who are Envestnet key executives?

    Envestnet's key executives are Charles Roame, Bill Crager and Scott Grinis.

  • How many employees does Envestnet have?

    Envestnet has 3,920 employees.

  • What is Envestnet revenue?

    Latest Envestnet annual revenue is $900.1 m.

  • What is Envestnet revenue per employee?

    Latest Envestnet revenue per employee is $229.6 k.

  • Who are Envestnet competitors?

    Competitors of Envestnet include Pershing, CapBridge and Profitus.

  • Where is Envestnet headquarters?

    Envestnet headquarters is located at 35 E Wacker Dr 24th floor, Chicago.

  • Where are Envestnet offices?

    Envestnet has offices in Chicago, Berwyn, Boston, Denver and in 7 other locations.

  • How many offices does Envestnet have?

    Envestnet has 11 offices.