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Envestnet
Provides integrated portfolio, practice management and reporting solutions to financial advisors and institutions
At a glance
- Founded
- 1999
- Headquarters
- Tredyffrin Township, United States
- Listing
- IPO 2010
- Sector
- Fintech
- Power Law
- Unicorn$1–10B valuation tierThoroughbred$100M+ revenue
Knowledge graph
More headlines
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later3 investors entered at this stage
- KCKeystone Capital
- WGWP Global
TCV
Source: Dealroom Talent Intelligence.
Alumni founders
Former Envestnet employees who went on to found companies, sorted by Dealroom signal score.
HIHighnoteEst. 2020
John MacIlwaineUnited States
FAFayeEst. 2023
GRGreenlightEst. 2014
Timothy SheehanUnited States
JIJIFFY.aiEst. 2012
Babu SivadasanUnited States
SKSkuposEst. 2016
Linh NguyenUnited StatesGlobal footprint
team presence
across markets
Patents
24 active patent families included in this estimate.
A patent family groups patent filings for the same invention. Source: Dealroom · PatSnap.
Investments and acquisitions
Disclosed deals where Envestnet was the backer or acquirer, 2011–2025. Toggle between venture rounds, M&A, or both. The map below is grouped by the target company's sector — the colored pill on each chip is the round type.
27 deals across Envestnet's capital deployment.
Where the deals concentrate by sector, stage, and decade.
Where Envestnet deploys vs peers
Each axis is a Dealroom topic tag — picked from the cluster's most-tagged themes. Values are normalized per axis: the peer with the highest tag-coverage on that axis sits at the edge, others scale relative to them. Toggle between M&A, venture, or both.
Envestnet's portfolio, mapped.
Market sentiment
An AI-synthesised read of the highest-engagement posts about Envestnet on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See Envestnet on the full Dealroom platform
Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.