Envestnet, Inc.

Envestnet, Inc.

Envestnet, Inc.

Date Founded



35 East Wacker Drive,Suite 2400,Chicago, IL 60601

Type of Company


Employees (Worldwide)



Computer Software
Accounting & Financial Services
Investment Services & Portfolio Management
Engineering, Construction & Architecture

Company Description

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the following segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data & Analytics segment provides data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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Executives & Employees

Co-Founder & Chief Executive Officer


Chief Financial Officer

Co-Chief Investment Officer

Co-Chief Investment Officer

Chief Operating Officer

Chief Legal Officer, General Counsel & Corporate Secretary

Chief Technology Officer

Chief Technology Officer

Board of Directors

Former Chief Financial Officer & Executive Vice President at The BISYS Group, Inc.

Co-Founder & Chief Executive Officer at Envestnet, Inc.

Partner at Falcon Cyber Investments LLC

Chief Executive Officer at Valmo Ventures

Former Professional at General Mills, Inc.

Executive-in-Residence & Lecturer at University of Wisconsin - Milwaukee - Sheldon B. Lubar School of Business

Professional at Envestnet, Inc.

Operational Business Consultant at Warburg Pincus LLC

Paths to Envestnet, Inc.
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Envestnet, Inc.
Owners & Shareholders
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Advent International was founded in 1984 and is one of the largest and most experienced global private equity firms. With offices on four continents, they have established a globally integrated team of over 180 investment professionals, focused on buyouts and growth equity investments in five core sectors. Since initiating their private equity strategy in 1989, they have invested $33 billion in 325 transactions across 40 countries, and as of December 31, 2016, managed $41 billion in assets.

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GCM engages in fundamental analysis to seek high quality companies with superior management teams, leadership positions in their industries, low debt, and consistent earnings growth for their equity strategies. For fixed income securities, they engage in fundamental fixed income analysis to identify high quality debt issuers with superior management teams, low leverage and consistent earnings.

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Van Berkom & Associates specializes in managing portfolios of Canadian, US and Asia small-cap equities. Their research process emphasizes on fundamental bottom-up analysis to identify high quality and undervalued companies. The firm looks for companies with strong management with a significant ownership position, several years of consistent growth in revenues and earnings, strong ROIC and free cash flow, competitive advantage, a clearly defined strategy for long-term growth and conservative accounting methods. No more than 15% of the portfolio is invested in businesses that are highly correlated with each other (from the same sub-sector).

Recent Transactions
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Envestnet, Inc. purchases TXN Solutions, Inc. from General Catalyst LLC, Ooga Labs LLC, Andreessen Horowitz LLC, SV Angel LLC, Slow Ventures LLC, Social Starts LLC, Bloomberg Beta Management LLC, Homebrew Management LLC, Tenfore Holdings Capital Management LLC

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Envestnet, Inc. purchases PIEtech, Inc.

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Tamarac, Inc., Envestnet, Inc. purchase Schwab Performance Technologies, Inc. /Portfolio Center from The Charles Schwab Corp.

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onEnvestnet, Inc. purchases Yodlee, Inc.

Public Relations

Advised onEnvestnet, Inc. purchases Oltis Software LLC

Investment Advisor

Advised onEnvestnet, Inc. purchases Yodlee, Inc.

Legal Advisor

Advised onEnvestnet, Inc. purchases Yodlee, Inc.

Legal Advisor

Advised onEnvestnet, Inc. purchases Folio Dynamix from Actua Corp.


Advised onEnvestnet, Inc. purchases Yodlee, Inc.


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Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Net Profit
Total Debt
Total Equity
Enterprise Value / Sales
Enterprise Value EBITDAOperating
TEVNet Income
Debt TEV
Three Year Compounded Annual Growth Rate Of Revenue
Non-Profit Donations & Grants
$1,000 - $2,499
$10K - $25K
$2,500 - $4,999
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HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL.

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Cushion AI, Inc. provides financial security software solution. It offers artificial intelligence which allows users to avoid financial banking fees, such as late fees, automated teller machine fees, foreign transaction fees, interest charges, and monthly service fees. The company was founded by Paul Kesserwani and Fazil Mohamood in 2016 and is headquartered in San Francisco, CA.

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Co-Founder at Pacific Community Ventures LLC

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President at New York Venture Capital Association

The Bancorp Inc. Retail & Commercial Banking | Wilmington, DE

The Bancorp, Inc. (NASDAQ NM: TBBK) is a financial holding company with a wholly owned subsidiary, The Bancorp Bank. The Bancorp Bank is an FDIC-insured branchless commercial bank that delivers a full array of financial services and products both directly and through more than 300 private-label affinity partner programs nationwide. Our regional community bank division serves the needs of small and mid-size businesses and their principals in the Philadelphia-Wilmington region. When it was introduced in 2000, The Bancorp Bank’s ability to create customized banks for affinity partners set a new standard in financial services innovation. Today, Bancorp remains a leader as one of the few banks in the country dedicated to providing private-label banking and technology solutions for non-bank companies. Bancorp’s private-label program focuses on four main business segments – healthcare, merchant processing, prepaid and wealth management. The “branchless banking” programs enable members, employees and customers of affinity partners to access online banking services, customized for them, under the affinity partner’s brand. The Bancorp Bank is headquartered in Wilmington, Delaware, with offices in Philadelphia, PA; King of Prussia, PA; Chicago, IL; Crofton, MD; Minneapolis, MN; Orlando, FL; Sioux Falls, SD; Sofia, Bulgaria; Newcastle upon Tyne, UK and Gibraltar. Total assets of The Bancorp Bank, as of December 31, 2011, are $3.0 billion

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WANdisco Plc engages in the development and sale of licenses of distributed software solutions. The firm also provides enterprise-ready, non-stop software solutions. It operates though the following geographical segments: North America, Europe, and Rest of the World. The company was founded by Yeturu Aahlad, James Milton Campigli, and David James Richards in 2005 and is headquartered in Sheffield, the United Kingdom.

Allianz SE Insurance: Property & Casualty | Munich, Germany

since 1896. We offer world class expertise across a wide range of financial services, from active asset management to insurance for the majority of Hollywood films to innovative solutions to help grow and protect income in retirement. As a leading global financial services company with more than 150,000 employees in 70 countries, we're proud to make a difference in the lives of our more than 78 million clients worldwide each day.

Fiserv, Inc. IT Consulting & Services - Brookfield, WI

Fiserv, Inc. (NASDAQ: FISV) is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide, including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.

Intuit, Inc. Computer Software - Mountain View, CA

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed; Consumer; and Strategic Partner. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Strategic Partner segment comprises professional tax offerings, which include Lacerte, ProSeries, ProFile, and ProConnect Tax Online among professional accountants. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

The Bank of New York Mellon Corporation Retail & Commercial Banking - New York, NY

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

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