Latest round

Series C

Last raised

Sep 2008

Total raised

$16M

Investors

2

About Envestnet

Based in the US, Envestnet, Inc.Founded in 1999 and headquartered in Berwyn, US, Envestnet, Inc. provides technology solutions for the financial advice industry.Envestnet offers a comprehensive range of technology solutions aimed at improving financial wellness within the advice industry. Its services include a Wealth Management Platform, Financial Planning tools, Wealth Solutions, and Data Solutions, specifically designed to support Registered Investment Advisors (RIAs) and financial institutions in North America, Europe, and parts of Asia-Pacific. The Wealth Management Platform streamlines administrative tasks and client management for financial advisors, while Financial Planning tools provide customized strategies for clients.18 mn.Envestnet is focused on developing new financial technology products aimed at enhancing its service offerings and client experience.

Who invested in Envestnet

2 investors across 2 rounds

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Funding rounds

  1. Series C

    Sep 30, 2008

    Amount

    $9M

    Investors

    Locked

  2. Series B

    Aug 22, 2005

    Amount

    $7.1M

    Investors

    Locked

Questions about Envestnet

Who invested in Envestnet?

Envestnet has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Envestnet raised?

Envestnet has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Envestnet last raise money?

Envestnet's most recent round on record is a Series C, in Sep 2008.

What does Envestnet do?

Based in the US, Envestnet, Inc.

Where is Envestnet headquartered?

Envestnet is headquartered in Berwyn, US.

Which VCs invest in companies like Envestnet?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Envestnet's stage. Their profiles are linked below.

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