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Envestnet Email Format
Financial Services
・
1,001-2,500 employees
・
Berwyn, PA, USA
Envestnet is a financial services technology company that provides wealth management platforms, data analytics, and advisory solutions to financial advisors and institutions across the United States.
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first.last@envestnet.com
Company Overview
Industry
Financial Services
Founded
1999
Headquarters
Berwyn, PA, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Chris Todd (Chief Executive Officer), John Hofmann (Chief Financial Officer), Katie Evans (Chief Operations Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Envestnet?
Envestnet uses the first.last@envestnet.com format on envestnet.com, so Jane Smith would be jane.smith@envestnet.com.
How many financial advisors does Envestnet support through its wealth management platform?
Envestnet supports more than 109,000 financial advisors and oversees nearly 20 million accounts, serving 17 of the 20 largest U.S. banks and 48 of the 50 largest wealth management and brokerage firms.
What is the Envestnet Tamarac platform and who is it designed for?
Envestnet Tamarac is an end-to-end wealth management platform purpose-built for registered investment advisors, offering tools for portfolio management, trading, rebalancing, CRM, reporting, and client portals all in one place.
Does Envestnet offer direct indexing and tax management as part of its Wealth Solutions lineup?
Yes, Envestnet's Wealth Solutions include direct indexing, tax management, model portfolios, ETFs, sustainable investing, and high-net-worth consulting services available to advisors and institutions on its platform.
How can I find and verify the right Envestnet contact for my outreach?
With 2,776 employees across multiple divisions, finding the right Envestnet contact can be tricky. A tool like Clay can help you identify and verify specific team members by role, department, or location before reaching out.
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4.9 rating