Business description: Envestnet, Inc.

Number of employees: 3,085
Sales by Activity: Envestnet, Inc.
| Fiscal Period: December | 2019 (USD) | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) |
|---|---|---|---|---|---|
Envestnet Wealth Solutions | 709M | 806M | 991M | 1.05B | 1.09B |
Envestnet Data& Analytics | 191M | 192M | 195M | 190M | 151M |
Geographical breakdown of sales: Envestnet, Inc.
| Fiscal Period: December | 2019 (USD) | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) |
|---|---|---|---|---|---|
United States | 871M | 977M | 1.17B | 1.22B | 1.22B |
International | 28.67M | 21.18M | 20.27M | 21.53M | 22.37M |
Executive Committee: Envestnet, Inc.
| Manager | Title | Age | Since |
|---|---|---|---|
Christopher Todd
CEO | Chief Executive Officer | 56 | 21/01/2025 |
| Chief Investment Officer | 62 | - | |
John Hofmann
DFI | Director of Finance/CFO | 51 | 01/09/2025 |
| Chief Tech/Sci/R&D Officer | - | 01/10/2025 | |
Katie Evans
COO | Chief Operating Officer | - | - |
Composition of the Board of Directors: Envestnet, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
James Fox
CHM | Chairman | 74 | 30/03/2020 |
Christopher Todd
BRD | Director/Board Member | 56 | - |
Philip Loughlin
BRD | Director/Board Member | 58 | - |
Company details: Envestnet, Inc.

Group companies: Envestnet, Inc.
| Name | Category and Sector |
|---|---|
Internet Software/Services
| |
Internet Software/Services
|
Enterprise Software
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
| -0.89% | -14.83% | -8.94% | +56.30% | 529B | ||
| +0.26% | -13.14% | -46.29% | +13.41% | 188B | ||
| -1.54% | -9.67% | -49.58% | -7.04% | 106B | ||
| -3.14% | -0.28% | -39.86% | +7.48% | 46.28B | ||
| +4.00% | +3.45% | -67.19% | +348.69% | 42.24B | ||
| -0.59% | +3.46% | -34.06% | +47.05% | 27.49B | ||
| +1.13% | +1.18% | -41.40% | +7.55% | 14.31B | ||
| +0.31% | -7.49% | -30.72% | -1.73% | 11.66B | ||
| +1.59% | -5.93% | -35.71% | -5.65% | 9.7B | ||
| Average | +0.17% | -8.03% | -39.31% | +51.78% | 108.41B | |
| Weighted average by Cap. | -0.61% | -16.67% | -26.27% | +49.19% |
Trader
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Global
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ESG MSCI
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