ISVWorld Vendor Profile - Envestnet, Inc.

Overview

🌐 Website: envestnet.com

💲 Revenue: $10M to $25M

📍 Address: United States

👥 Employees: 250

🗓️ Established: 1999

📅 Published: December 20, 2014

✏️ Last updated: April 7, 2026

AskAI Summary of Envestnet, Inc.

Generated using ISVWorld's AskAI proprietary software industry model.

📝 AskAI Recap: Envestnet provides an integrated wealth management platform delivering end-to-end technology solutions including financial planning, trading, reporting, and data aggregation to financial professionals and institutions.

💬 Inclusion Rationale: Envestnet develops and sells a comprehensive software platform for wealth management, including SaaS-style integrated technology solutions that serve various financial advisory needs, which clearly classifies it as an ISV.

🏷️ AskAI Classifications:

Financial Technology Wealth Management Software SaaS

Contacts

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Classifications

core

Fintech & Banking

applications

Accounting and Taxes

industries

Fintech & Banking

ecosystem

Microsoft

Company Tags

it & management tools | general, saas | human resources

External Profiles

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cbinsights

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Product Reviews/lists ⌃

capterra

g2

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saasgenius

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Scores

ISVWorld Rank

71740

↟ 2471 in past month

ISVWorld Score

50.52

↟ 49.52 in past month

Company Performance Metrics

ISVWorld Score Growth Score Hot Classification Score

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Company News

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Funding

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Website

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HQ Location

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X Feed

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