Company profile
Envestnet
The software and managed-account platform behind many US advisers
Envestnet runs a wealth platform for advisers and broker-dealers: managed accounts, planning software (MoneyGuide), portfolio management (Tamarac) and billing. It bought Yodlee in 2015 for account data. A Bain Capital-led group took it private in November 2024.
Founded
1999
Headquarters
Berwyn
Ownership
Private
Revenue
$1.25B
last reported as a public company
Employees
~3,100
latest reported
Official websiteWhat Envestnet sells
Software and platform: managed accounts plus the tools around them
Rows are what they sell, columns are who buys it. Darker cells cover more capabilities, weighted toward flagship strengths. Tap an offering for detail.
Wealth
Banking
Product by product
What each of Envestnet's products actually does
Envestnet combines a managed-account platform with planning, portfolio-management and billing software, and Yodlee account data. The bar shows where each product is strongest: front, middle or back office. Darker means stronger.
Acquisitions
Every deal since 2012 bought software or data: $999M disclosed
Colour shows what was bought; size shows the price in 2026 dollars (US consumer prices). Small hollow dots: price not disclosed. Dashed: deal abandoned. Tap a deal to see what it added.
Competitors and peers
Who Envestnet is up against, and where
Grouped by how they compete. A firm can be a software rival without being a business rival.
Head-to-head in software and data