# Envestnet: portfolio, investments and team > Envestnet is a corporate vc based in United States. 1 investment on record, latest Apr 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/envestnet (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Envestnet Last cheque observed Apr 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Corporate VC Venture Fintech Wealth Management Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4217** days **00** hrs **00** min **00** sec Rounds led **0 of 1** Sole investor **1 rounds** Pitch Envestnet ## Envestnet highlights - 01 1 rounds on record - 02 Mostly Venture: 100% of its rounds - 03 Sole investor in 1 rounds, median undisclosed ## What they do - **Type:** Corporate VC (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Fintech Wealth Management - **Based in:** Berwyn, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2015** 1 round - **Apr** **[ALPHAHEDGE](https://millionrounds.com/company/alphahedge)** Venture · US **Undisclosed** Sole 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 registration **11 named** BT **Bradley Thomas Larson** Chief Compliance Officer i Form ADV BR **Brandon Rockwell Thomas** Co-CIO i Form ADV DM **Dana Marie D'Auria** Co-Chief Investment Officer i Form ADV DL **David Lee Hein** Chief Compliance Officer i Form ADV DJ **Debra Jane Devoe** Svp/Chief Compliance Officer/ Managing Director i Form ADV ER **Erik Robert Preus** President i Form ADV JL **James Lawrence Fox** Interim Chief Executive Officer i Form ADV JZ **Janis Zvingelis** Director of Quantitative Research/Principal i Form ADV JB **Joshua B. Warren** Chief Financial Officer i Form ADV SS **Shelly S O'Brien** Chief Legal Officer/General Counsel/Secretary i Form ADV TM **Thomas Michael Sipp** Evp, Envestnet Business Lines i Form 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 **$661B** assets it manages, 5 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Envestnet Asset Management, Inc. - **SEC number:** CRD 104601 ## Companies it bought Acquisitions by the firm itself **Finance Logix** **$33M** May 2015 **[Upside](https://millionrounds.com/company/upside)** **Undisclosed** Feb 2015 **[Placemark Investments](https://millionrounds.com/company/placemark-investments)** **$66M** Jul 2014 **[Tamarac](https://millionrounds.com/company/tamarac)** **$54M** Feb 2012 **FundQuest Inc.** **Undisclosed** Aug 2011 ## The cheque Venture Median round joined **-** the round, not its cheque Alone, median **-** Led 0 of 1 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Apr 2015 Rounds by stage said on their site - Venture *1* **Pitching Envestnet?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=envestnet) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=envestnet)