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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 format, so Jane Smith would be jane.smith@envestnet.com.
What financial planning tools does Envestnet offer through its MoneyGuide platform?
Envestnet MoneyGuide is a financial planning platform that includes tools for retirement planning, estate and legacy planning, and prospecting. In 2026, Envestnet MoneyGuide launched Dash, a prospecting tool that uses five key data points to simplify the planning process for advisors.
How many financial advisors does Envestnet serve through its wealth management platform?
Envestnet serves more than 111,000 financial advisors through its platform, which also supports 17 of the 20 largest U.S. banks and 48 of the 50 largest wealth management and brokerage firms, with over $6.5 trillion in platform assets.
Who leads Envestnet as its current CEO?
Chris Todd serves as the Chief Executive Officer of Envestnet. Other key leaders include John Hofmann as Chief Financial Officer and Katie Evans as Chief Operations Officer. You can use Clay to find and verify contact details for Envestnet's leadership team.
Does Envestnet Tamarac support RIAs with trading and reporting capabilities?
Yes, Envestnet Tamarac is a dedicated platform for registered investment advisors that provides embedded trading oversight, reporting flexibility, and mobile client experience tools. In 2026, Envestnet Tamarac released updates designed to help RIAs scale advice delivery with greater transparency.
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4.9 rating