Envestnet

Cloud-based front and back-office solutions for wealth managers, financial advisors, and financial institutions

placeBerwyn, Pennsylvania, United States calendar_todayFounded 1999 groups3,429 employees language envestnet.com

Registered entities

Reputation

Customer rating 2.3 / 5 across 7 reviews.

Web presence

Audience by country — top 5 markets by share of visits.

CountryShare
United States94.4%
India1.9%
Bangladesh1.2%
Canada0.5%
Pakistan0.4%

Social engagement

Social engagement: 114.6K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

8 investors on record; 1 has since exited.

Investor typeCountShare
Venture capital675%
Private equity225%

Share of voice

Share of voice in United States: 34.6% of web traffic across its competitive set; worldwide: 15.4%.

Recent activity

11 Jun 2026
Event
private market liquidity backlog conversation with Tony Davidow, CIMA®, Franklin Templeton, and Dana M. D'Auria, CFA
10 Jun 2026
Partnership
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Coming soon