What Does Envestnet Do?

Total employees2716
HeadquartersBerwyn
FoundedN/A

Envestnet is a leading provider of intelligent systems for wealth management and financial wellness. It empowers financial advisors and institutions with innovative technology, comprehensive solutions, and actionable intelligence. Envestnet's offerings include financial planning, portfolio construction, trading, reporting, and practice management tools, all aimed at helping clients achieve better financial outcomes and making financial wellness accessible to a broader audience.

Where Is Envestnet's Headquarters?

Envestnet officeEnvestnet officeEnvestnet officeEnvestnet office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the primary hub for Envestnet's executive leadership, strategic planning, corporate governance, finance, and key operational decision-making for its global business.

Notable Features:

Located within the Chesterbrook Corporate Center, a modern office park offering contemporary amenities and workspaces designed to foster collaboration and innovation.

Work Culture:

Envestnet promotes an innovative, client-focused, and collaborative work environment. The culture is often described as dynamic and fast-paced, reflecting its position in the rapidly evolving FinTech industry, with an emphasis on empowering employees to drive financial wellness.

HQ Significance:

The Berwyn headquarters is central to Envestnet's strategic operations and product development, housing key leadership that steers the company's growth and innovation in the wealth management technology sector across North America and globally.

Values Reflected in HQ: The choice of a modern, accessible corporate campus reflects Envestnet's values of innovation, professionalism, and commitment to providing cutting-edge solutions for the financial industry.

Location:

Envestnet maintains a significant global presence to support its diverse client base of financial advisors, institutions, and enterprises. Core functions supported globally include technology development and engineering, product management, client services and support, operations, data analytics, sales, and marketing. Key international locations beyond the US include India, and previously offices in the UK and Australia, enabling round-the-clock support and localized expertise.

Street Address:

1000 Chesterbrook Boulevard, Suite 250

City:

Berwyn

State/Province:

Pennsylvania

Country:

USA

Where Else Does Envestnet Operate Around the World?

Chicago, Illinois, USA

Address: 35 East Wacker Drive, Suite 2400, Chicago, IL 60601, USA

Supports key business operations and client engagement in the Midwest and nationally, serving as a vital center for innovation and service delivery.

Trivandrum, Kerala, India

Address: 8th Floor, Yamuna Building, Technopark Campus, Kariyavattom, Trivandrum, Kerala 695581, India

Leverages India's extensive IT talent pool to drive technological innovation, enhance operational efficiency, and provide continuous support for Envestnet's global client base.

Denver, Colorado, USA

Address: 7000 S. Yosemite Street, Suite 220, Centennial, CO 80112, USA

Focuses on data intelligence and platform development, contributing to Envestnet's comprehensive suite of financial wellness tools.

Buying Intent Signals for Envestnet

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Envestnet? Meet the Executive Team

As of April 2025, Envestnet' leadership includes:

James L. Fox - Interim President and Chief Executive Officer, and Chairman of the Board
Pete D'Arrigo - Executive Vice President, Chief Financial Officer
Luis Aguilar - Executive Vice President, Chief Legal Officer and Corporate Secretary
Andina Anderson - Group President, Envestnet Solutions
Tom Sipp - Executive Vice President, Head of Envestnet Data and Analytics
Molly Weiss - Group Head of Product
Mary Ellen Dugan - Executive Vice President, Chief Marketing Officer

Who's Investing in Envestnet?

Envestnet has been backed by several prominent investors over the years, including:

The Vanguard Group
BlackRock, Inc.
Impactive Capital LP
FMR LLC (Fidelity Management & Research)
PRIMECAP Management Company

What Leadership Changes Has Envestnet Seen Recently?

Hire3
Exits1

Over the last 12 months, Envestnet experienced a significant leadership change with its CEO transition. The company also made strategic appointments in key areas like marketing and portfolio management consulting, reflecting its ongoing evolution and focus on strategic growth initiatives.

Departures

Bill Crager, Bill Crager stepped down as CEO, transitioning to a role as Senior Advisor to the company.

New Appointments:

James L. Fox, James L. Fox, previously Board Chair, was appointed Interim President and CEO.
Mary Ellen Dugan, Mary Ellen Dugan joined Envestnet as Chief Marketing Officer.
Ron Ransom, Ron Ransom was appointed to lead Envestnet's Portfolio Management Consultants (PMC) division.

What Technology (Tech Stack) Is Used byEnvestnet?

Discover the tools Envestnet uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Envestnet Email Formats and Examples

Envestnet commonly uses the email format 'first.last@envestnet.com' for its employees. While other formats might exist in isolated cases or for specific roles, this is the most prevalent structure for professional communication.

first.last@envestnet.com

Format

jane.doe@envestnet.com

Example

85%

Success rate

What's the Latest News About Envestnet?

Envestnet Press ReleaseMarch 4, 2024

Envestnet Announces CEO Transition Plan

Envestnet announced that Bill Crager will step down as Chief Executive Officer, effective March 31, 2024, and will serve as a Senior Advisor to the Company. James L. Fox, current Chairman of the Envestnet Board, has been appointed Interim President and Chief Executive Officer, effective April 1, 2024....more

Envestnet Investor RelationsMay 9, 2024

Envestnet Reports First Quarter 2024 Financial Results

Envestnet announced its financial results for the first quarter ended March 31, 2024. The company reported total revenue of $325.0 million for the first quarter of 2024, compared to $300.3 million for the first quarter of 2023, an increase of 8%. Asset-based recurring revenues increased 12% and subscription-based recurring revenues increased 6% from the prior year period....more

Envestnet Press ReleaseFebruary 20, 2024

Envestnet and Principal® Asset Management Collaborate to Expand Access to High-Quality Alternative Investments for Advisors and Their Clients

Envestnet announced a strategic relationship with Principal Asset Management to broaden accessibility to high-quality alternative investments for advisors and their clients. This collaboration aims to integrate Principal’s alternative investment solutions into the Envestnet platform, providing advisors with more diverse investment options....more

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