United States · Investor

Envestnet

Last cheque observed Apr 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietCorporate VC

VentureFintechWealth Management

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque4217days00hrs00min00sec
Rounds led0 of 1Sole investor1 rounds
Pitch Envestnet

Envestnet highlights

  1. 01

    1 rounds on record

  2. 02

    Mostly Venture: 100% of its rounds

  3. 03

    Sole investor in 1 rounds, median undisclosed

What they do

Type
Corporate VC (from a list, unverified)
Cheque size
Not stated
Sectors
FintechWealth Management
Based in
Berwyn, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2015

    1 round

  2. Apr
    ALPHAHEDGEVenture · USUndisclosedSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration11 named

BTBradley Thomas LarsonChief Compliance OfficeriForm ADV
BRBrandon Rockwell ThomasCo-CIOiForm ADV
DMDana Marie D'AuriaCo-Chief Investment OfficeriForm ADV
DLDavid Lee HeinChief Compliance OfficeriForm ADV
DJDebra Jane DevoeSvp/Chief Compliance Officer/ Managing DirectoriForm ADV
ERErik Robert PreusPresidentiForm ADV
JLJames Lawrence FoxInterim Chief Executive OfficeriForm ADV
JZJanis ZvingelisDirector of Quantitative Research/PrincipaliForm ADV
JBJoshua B. WarrenChief Financial OfficeriForm ADV
SSShelly S O'BrienChief Legal Officer/General Counsel/SecretaryiForm ADV
TMThomas Michael SippEvp, Envestnet Business LinesiForm ADV

We also hold 12 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$661Bassets it manages, 5 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Envestnet Asset Management, Inc.
SEC number
CRD 104601

Companies it bought

Acquisitions by the firm itself

Finance Logix$33MMay 2015
UpsideUndisclosedFeb 2015
Placemark Investments$66MJul 2014
Tamarac$54MFeb 2012
FundQuest Inc.UndisclosedAug 2011

Quick answers about Envestnet

What does Envestnet invest in?

Envestnet invests most often at Venture (100% of the rounds on record), in sectors such as Fintech and Wealth Management.

How active is Envestnet?

1 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2015.

Is Envestnet investing now?

No investments in the last 12 months; the latest was in Apr 2015.

What kind of investor is Envestnet?

Envestnet is a corporate VC based in Berwyn, United States.

How much does Envestnet manage?

About $661B, as regulatory assets under management, 5 advisers added together (Oct 2026).

When was Envestnet founded?

Envestnet was founded in 1999.

Where does this information on Envestnet come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it