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Power Law company profile

Envestnet

Fintech · Tredyffrin Township, United States · Founded 1999 · IPO 2010 Unicorn

Provides integrated portfolio, practice management and reporting solutions to financial advisors and institutions

Valuation
$2.5–5B
Latest valuation · 2026
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Revenue
$1–5B
Latest reported FY
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Headcount
2–5k
Current team size
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Investors

3 investors on Envestnet's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series B+ 3 investors entered at this stage
Keystone Capital
TCV
WP Global

Global footprint

Where Envestnet has talent and traffic

AI talent share
0.4% of workforce is AI talent
(11 of 2,776 staff)
Core AI00%
Other AI110.4%
Non-AI workforce2,76599.6%
Workforce by country
16 countries with
team presence
🇮🇳 India53.5%
🇺🇸 United States45%
🇨🇦 Canada0.4%
🇵🇭 Philippines0.2%
🇦🇪 United Arab Emirates0.1%
Top 5 of 16 shown
Web traffic by country
440K monthly visits
across markets
🇺🇸 United States89.1%
🇮🇳 India7.2%
🇨🇦 Canada2.4%
🇲🇽 Mexico0.7%
🇬🇧 United Kingdom0.4%
Top 5 markets shown

Patent intelligence

$9M patent portfolio · 24 active families

Estimated portfolio value
$9M
0.25% of valuation · 2.4× the top peer Forge Global ($4M)
24 active patent families
Where Envestnet innovates Computer programDatabaseData miningSoftwareData science

Where Envestnet concentrates vs peers

Each axis is a top-10 topic across Envestnet and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Capital deployed

Envestnet's 27 investments and acquisitions.

Every disclosed deal where Envestnet appeared as a 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.

Portfolio analysis

27 deals across Envestnet's capital deployment.

Where the deals concentrate by sector, stage, and decade.

By sectorCount
    By stageCount
      By periodCount

        01 · Deployment strategy vs peers

        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.

        Compare against

        02 · Portfolio market map

        Envestnet's portfolio, mapped.

        Each chip is one company. Pill colour shows round type — green for Seed, blue for Series A, purple for B/C+, pink for late-stage, amber for M&A. Bigger sectors keep their full list behind “+ N more”.

        Stage
        Period
        27 of 27 deals

        Market sentiment

        What the market is saying about Envestnet

        An AI-synthesized read of the highest-engagement posts about Envestnet on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

        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.