Envestnet

Envestnet is a leading American financial technology company founded in 1999 and headquartered in Berwyn, Pennsylvania. It specializes in wealth management software and services for financial advisors, asset managers, institutions, and retail financial firms. Envestnet operates two primary business segments: Wealth Solutions, which delivers integrated portfolio and financial planning platforms like Tamarac and MoneyGuide; and Data & Analytics, which provides advanced data connectivity, analytics, and digital experiences for clients luding banks and fintechs. The firm enables more than 109,000 financial advisors at 17 of the 20 largest U.S. banks and 48 of the 50 biggest wealth managers to serve over 20 million investor accounts, managing upwards of $6.5 trillion in platform assets. Envestnet adheres to U.S. SEC, privacy, and data security regulations, and is recognized for its robust partner ecosystem and strategic technology acquisitions. In 2025, following its acquisition by Bain Capital, Envestnet reported annual revenue of approximately $1.2 billion, solidifying its position as a transformative force in digital wealth management.​