Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
View Top Employees from Envestnet | MoneyGuideWebsite | http://www.moneyguidepro.com |
Revenue | $25 million |
Funding | $1 million |
Employees | 114 (114 on RocketReach) |
Founded | 1985 |
Address | 1588 Oakbridge Terrace, Powhatan, Virginia 23139, US |
Phone | (804) 744-5900 |
Fax | (804) 744-9351 |
Industry | Financial Services, Finance, Investment Banking, Financial Planning Software, Advice Delivery, Internet, Client Acquisition, Internet Services, Software |
Keywords | Wealth Management Solutions, Robo Advisor, Financial Data |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Envestnet | MoneyGuide employee's phone or email?
The Envestnet | MoneyGuide annual revenue was $25 million in 2024.
Tony Leal is the President of Envestnet | MoneyGuide.
114 people are employed at Envestnet | MoneyGuide.
Envestnet | MoneyGuide is based in Powhatan, Virginia.
The NAICS codes for Envestnet | MoneyGuide are [5239, 52, 523, 52393].
The SIC codes for Envestnet | MoneyGuide are [628, 62].