Envestnet

📍 Berwyn, United States👥 2,769 employees💰 Last funded Nov 2024
Financial Services🌐 envestnet.com
Website LinkedIn
Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a clients financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
3
Total investors
0
Early stage
0
Mid stage
1
Late stage
—
Founded

Investors

3 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
3
Investor activity2006–2024 · investors recorded per year
2006120242
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Envestnet?
Envestnet has 3 investors on record on gritt.io and 1 late-stage investors.
When did Envestnet last raise funding?
The most recent investment in Envestnet recorded on gritt.io was in November 2024.
What industry is Envestnet in?
Envestnet operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Envestnet based?
Envestnet is headquartered in Berwyn, United States.