Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
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Envestnet, Inc Questions
The Envestnet, Inc annual revenue was $1.3 billion in 2026.
Josh Warren is the CFO of Envestnet, Inc.
2,561 people are employed at Envestnet, Inc.
Envestnet, Inc is based in Berwyn, Pennsylvania.
The NAICS codes for Envestnet, Inc are [518, 5415, 54, 541512, 54151, 51, 541513, 541].
The SIC codes for Envestnet, Inc are [73, 737].
Top Envestnet, Inc Employees
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Josh Warren
Chief Financial Officer at Envestnet, Inc
New York, NY, US24 -
John Hofmann
Chief Financial Officer at Envestnet, Inc
Dallas, TX, US25+ -
Sue Quackenbush
Chief People Officer at Envestnet, Inc
New York, NY, US25+ -
Dylan Kynaston
CTO Financial Planning at Envestnet, Inc
United States13 -
15+
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Janet. Mariconti
Managing Director at Envestnet, Inc
United States45+ -
35+
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