Latest news
Loading news…
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
Envestnet on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Envestnet was acquired by Bain Capital in 2024 for $4.5B.
Total Funding
$1.42B
Funding Rounds
10
Last Funding
Acquisitions
16
Monthly Visits
Contacts
1,657
About Envestnet
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Company Info
- Org types
- company
- HQ
- Berwyn, Pennsylvania, United States
- Diversity spotlight
- Women Founded
Envestnet Funding Rounds
10 results
Upgrade to Pro to view this datasetUpgrade
| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
1–5 of 10Show
Page 1 / 2
Envestnet Acquisitions
18 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Vestmark | — | 2026-09-09 | Envestnet | Enterprise SoftwareFinancial ServicesInformation TechnologySaaSSoftwareTrading Platform | United States |
| Redi2 | — | 2022-07-06 | Envestnet | Financial ServicesSoftware | United States |
| 401kplans.com | — | 2022-06-01 | Envestnet | Financial Services | United States |
| Truelytics | $20.7M | 2022-05-11 | Envestnet | Business IntelligenceFinanceSaaSWealth Management | United States |
| Harvest Savings & Wealth Technologies | — | 2021-04-08 | Envestnet | ComputerEnterprise SoftwareFinanceFinancial ServicesSoftwareWealth Management | United States |
1–5 of 18Show
Page 1 / 4
1,657
professional contacts at Envestnet
Contact execs at Envestnet →Explore 200,000+ acquisitions — free
Filter the full database across sectors, companies, dates, and deal sizes. No signup, no paywall.
Bulk Dataset Export
Need the data in bulk? Buy the entire dataset.
5.4M company profiles200K+ acquisitions700K+ funding rounds327K investors2M+ people61M contacts45K schools
Delivered as CSV, JSON or Parquet — at startup-friendly pricing.
FAQs about Envestnet
People who checked this page also checked these
Browse the full Acquirezy directory.