Envestnet, Inc

SaaS - Berwyn, Pennsylvania, US

Envestnet, Inc Employees
David Kamerman

Senior Vice President, Regional Director

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Kipp Cormier

SVP, Regional Director

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Mara Fazio

Senior Director Of Marketing

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Chip Scully

Head of Yodlee Sales and Partnerships - North America

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Vinay Prasannakumar

Director of Data Products and Research

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Suhas Xavier

Data Science Director

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Andrea McAndrew

Director, Investment Specialist

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Envestnet, Inc Senior Management
Karen Lanzetta

Managing Director and Director of Market Research

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Pamela Jacobs

Executive Managing Director

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Robert Coppola

Chief Technology Officer

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David Chandler

Managing Director, Advisory Services

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Todd Buck

Managing Director - Head of Analytics Sales

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John Harris

Managing Director, National Sales Manager IBD & Bank Division

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Kristi DeStefano

Executive Assistant to Chief Executive Officer

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Bill Crager

Chief Executive Officer

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Sharon Rosenthal

Chief Human Resources Officer

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Envestnet, Inc Details

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 $6.2 trillion in platform assets—more than 110,000 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 6/30/24. 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

Envestnet, Inc logo, Envestnet, Inc contact details
Employees: 2781
HQ: (312) 827-2800
Location: Berwyn, Pennsylvania, US
Revenue: $1.3 billion
Wealth Management Solutions Retirement Planning Risk Assessment Financial Planning
Envestnet, Inc Technologies
Email Providers

Gmail

Marketing Automation

Pardot

Support and Feedback

Zendesk

Email Delivery

SMTP.com

Other

Google Apps

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