Envestnet | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
Envestnet is a leading financial technology corporation based in Berwyn, Pennsylvania, specializing in wealth management solutions....
Envestnet is a leading financial technology corporation based in Berwyn, Pennsylvania, specializing in wealth management solutions. With over 25 years of experience, Envestnet provides a comprehensive ecosystem of connected technology, advanced insights, and services to wealth managers and financial advisors. The company manages approximately $6.5 trillion in platform assets and is trusted by a significant portion of financial advisors and major financial institutions in the U.S. Envestnet's offerings include portfolio management, investment research, and various wealth management solutions aimed at enhancing financial wellness for clients.
Website
Headquarters
Berwyn, Pennsylvania
Size
1001-5000 employees
Industry
Financial Services
🛍️ Envestnet Product and Pricing News →
👔 Envestnet CEO, Management and Leadership Team →
⚔️ Envestnet Alternatives and Competitors →
💼 Envestnet Hiring and Layoffs →
🤖 Envestnet Developer, Integration and Automation News →
📈 Envestnet Financials, Fundraising and Valuation News →
🛍️ Envestnet Product and Pricing News
- Envestnet's asset management unit, QRG Capital Management, is managing a new offering that uses tax-loss harvesting to customize portfolios, with Brandon Thomas, co-chief investment officer, highlighting their leadership in model-based direct indexing solutions.
- On March 31, 2025, Envestnet launched a first-of-its-kind Direct Indexing solution in Canada, integrating it into a Unified Managed Account to enhance portfolio personalization for Canadian advisors.
- Envestnet's Elevate 2025 event in Las Vegas is showcasing its wealth management platform to over 2,000 financial advisors, highlighting its role in driving advisor growth and productivity, with new CEO Chris Todd emphasizing a focus on AI-powered insights and innovation.
- Envestnet thanked its Premier sponsors BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors for supporting the 2025 ENVElevate event.
- Envestnet Elevate 2025 will take place in Las Vegas next week.
- Envestnet is promoting the Elevate App for attendees to enhance their experience at the ENVElevate event in Las Vegas.
- Envestnet will participate in the ENVElevate conference from April 9-11.
- Envestnet's new CEO Chris Todd will participate in a keynote discussion with journalist Katty Kay at #ENVElevate on April 1.
👔 Envestnet CEO, Management and Leadership Team
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Chief Technology Officer
[email protected] -
Chief Executive Officer[email protected]
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Chief Financial Officer[email protected]
⚔️ Envestnet Alternatives and Competitors
- TD Ameritrade |
- LPL Financial |
- SS&C Technologies |
- Broadridge Financial Solutions |
- Morningstar |
- BlackRock |
- Northern Trust |
- Charles Schwab |
- Fiserv Inc |
- Orion |
- AssetMark |
- Tamarac
💼 Envestnet Hiring and Layoffs
- Envestnet introduced Chris Todd as their new CEO during the #ENVElevate event on April 9, where he shared his vision for the company's role in the future of financial technology.
- Envestnet is currently hiring for the position of Director, HRMS in the country of the United States.
- Envestnet is currently seeking a Strategic Sourcing and Procurement Director in Missouri.
- Envestnet is hiring a Product Designer for a hybrid role in their Raleigh, NC office to enhance user interfaces and product functionality.
🤖 Envestnet Developer, Integration and Automation News
- On April 9, 2025, Envestnet signed a long-term contract with Arete Wealth to provide advanced wealth management technology for enhancing advisory platforms.
📈 Envestnet Financials, Fundraising and Valuation News
- Envestnet Portfolio Solutions Inc. acquired a new stake in ProShares Ultra Russell2000 valued at $13,371,000 during the fourth quarter.
- Envestnet Asset Management Inc. sold 136,291 shares of Phillips 66, reducing its holdings by 7.3% in the fourth quarter.
- Envestnet Asset Management Inc. increased its Chevron Co. holdings by 2.7% in the fourth quarter, owning 4,667,101 shares valued at $675,983,000.
- Envestnet Portfolio Solutions Inc. increased its holdings in BJ’s Wholesale Club by 0.5% in the fourth quarter, now owning 20,003 shares valued at $1,787,000.
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