Envestnet
Envestnet is a Pennsylvania-based fintech platform that offers solutions such as wealth management, tax planning, and analytics for financial advisors and institutions.
Business Model:
Revenue: $1.3B
Employees: 1,001-5,000
Detailed Envestnet Information
Geographic Data
Address: 1000 Chesterbrook Boulevard
City: Berwyn
State: PA
Zip: 19312
Country: US
Financial Info
Stage:
post ipo equity
Raised Last:
$518M
Raised Total:$558M
Social
Metrics
91,367Website Global Rank
1,016,296Website Monthly Traffic
Twitter Followers
Description
Envestnet is a Pennsylvania-based fintech platform that offers solutions such as wealth management, tax planning, and analytics for financial advisors and institutions.
Contact Phone:
+13128272800
Contact Email:
Envestnet went public on 7/28/2010 on the NYSE
Listed Exchange:
NYSE
IPO Date:
7/28/2010
Ticker Symbol:
ENV
Amount Raised:
$63M
Live
Opened: -/share
| EBITDA | - |
| Total Cash | - |
| Total Debt | - |
| Total Revenue | - |
| Total Profit (Gross) | - |
| PE Ratio | - |
| Announced Date | Company | Transaction | Money Raised |
|---|---|---|---|
| 10/2021 | YieldX | Series A | 17M |
| 1/2020 | Dynasty Financial Partners | Venture Round | - |
| 4/2015 | ALPHAHEDGE | Seed Round | - |
| 11/2022 | FIDx | Series B | 24.3M |
| 4/2022 | Ellevest | Series B | 0 |
| 4/2022 | Ellevest | Series B | 0 |
| 10/2021 | YieldX | Series A | 0 |
| 1/2020 | Dynasty Financial Partners | Venture Round | - |
| 4/2015 | ALPHAHEDGE | Seed Round | - |
Startup Industries
Startup Locations
Portfolio Current Status
Portfolio Employee Count
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2010 | Venture Round | $0 |
Edgewater Private Equity Fund Edgewater Private Equity Fund |
7/2010 | IPO | $63M | 11/2018 | Post-IPO Equity | $123M |
BlackRock |
11/2005 | Private Equity Round | 1 | - |
WP Global Partners WP Global Partners |
11/2018 | Post-IPO Equity | 1 | - |
BlackRock BlackRock BlackRock BlackRock |
11/2022 | Post-IPO Debt | $575M | 8/2003 | Venture Round | 1 | - |
Upfront Ventures Upfront Ventures |
9/2001 | Series B | 1 | - |
Keystone Capital Keystone Capital Keystone Capital Keystone Capital |
11/2022 | Post-IPO Debt | $575M | 7/2000 | Venture Round | 2 | - |
Upfront Ventures Foundation Capital Upfront Ventures Foundation Capital |
8/2020 | Post-IPO Equity | $517.5M | 3/2022 | Post-IPO Equity | 1 | $289.4M |
Impactive Capital Impactive Capital |
2/2011 | Post-IPO Equity | 1 | - |
TCV TCV |
11/2018 | Post-IPO Equity | 1 | - |
BlackRock BlackRock BlackRock BlackRock |
2/2011 | Post-IPO Equity | 1 | - |
TCV TCV |
7/2010 | Venture Round | 1 | $40M |
Edgewater Private Equity Fund Edgewater Private Equity Fund |
11/2005 | Private Equity Round | 1 | - |
WP Global Partners WP Global Partners |
8/2003 | Venture Round | 1 | - |
Upfront Ventures Upfront Ventures |
9/2001 | Series B | 1 | - |
Keystone Capital Keystone Capital Keystone Capital Keystone Capital |
7/2000 | Venture Round | 2 | - |
Upfront Ventures Foundation Capital Upfront Ventures Foundation Capital |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 7/2022 | Redi2 | |
| 6/2022 | 401kplans.com | |
| 5/2022 | Truelytics, Inc. | |
| 4/2021 | Harvest Savings &a; Wealth Technologies | |
| 2/2020 | FinBit.io | |
| 8/2019 | TXN | |
| 3/2019 | MoneyGuidePro | |
| 9/2017 | FolioDynamix | |
| 10/2016 | Wheelhouse Analytics | |
| 8/2015 | Castle Rock Innovations |
Employee Departments
Employee States
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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