![]() Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. | ![]() Edge Tradeworks Edge Tradeworks (also known as Loan Transactions and Technology) is a technology company that develops a platform for whole loan trading. | ![]() SmartAsset SmartAsset is a personal finance technology company that uses financial modeling to power advice on major financial decisions. | |||
Founding Date | Founding Date 2019 | Founding Date 2023 | Founding Date 1999 | Founding Date 2016 | Founding Date 2012 |
Type | Type Private | Type Private | Type Public | Type Private | Type Private |
Tags | |||||
Locations | Locations Calgary, CA HQ | Locations Wilmington, US HQ | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more | Locations Charlotte, US HQ | Locations New York, US HQ New York, US |
Employees | Employees 13 | Employees 167% increase | Employees 3,10010% decrease | Employees 325% decrease | Employees 2653% decrease |
Valuation ($) | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 3.5 b | Valuation ($) N/A | Valuation ($) 1 b |
Funding | |||||
Latest funding round | Latest funding round $ 1.3m (almost 3 years ago) | Latest funding round $ 2.7m (about 3 years ago) | Latest funding round N/A | Latest funding round N/A | Latest funding round $ 110m (almost 5 years ago) |
Total funding raised | Total funding raised $ 1.3m | Total funding raised $ 2.7m | Total funding raised $ 584.7m | Total funding raised N/A | Total funding raised $ 161.4m |

Minoa (also known as Unipie) is a software company developing a value management platform.
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Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View company
Edge Tradeworks (also known as Loan Transactions and Technology) is a technology company that develops a platform for whole loan trading.
View company
SmartAsset is a personal finance technology company that uses financial modeling to power advice on major financial decisions.
View company