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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.
Serves as the primary hub for Envestnet's executive leadership, strategic planning, corporate governance, finance, and key operational decision-making for its global business.
Located within the Chesterbrook Corporate Center, a modern office park offering contemporary amenities and workspaces designed to foster collaboration and innovation.
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.
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.
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.
1000 Chesterbrook Boulevard, Suite 250
Berwyn
Pennsylvania
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.
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.
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.
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.
As of April 2025, Envestnet' leadership includes:
Envestnet has been backed by several prominent investors over the years, including:
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.
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 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
Envestnet Press Release • March 4, 2024
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 Relations • May 9, 2024
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 Release • February 20, 2024
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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