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Envestnet

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Country
🇺🇸US🇬🇧UK

Open positions5 open marketing positions

Envestnet logo

Lead Product Marketing Manager

Envestnet

Missouri, USA (Remote)

$115K/yr - $143K/yrIn-houseFull-timeSenior level8+ years exp.
3 hrs ago
Envestnet logo

Senior Employee Experience & Communications Specialist

Envestnet

Berwyn, PA (Hybrid)

$86K/yr - $108K/yrIn-houseFull-time
8 days ago
Envestnet logo

Senior Employee Experience & Communications Specialist

Envestnet

Berwyn, PA (Hybrid)

$86K/yr - $108K/yrIn-houseFull-time
9 days ago
Envestnet logo

Lead Marketing Analyst

Envestnet

Missouri, USA (Remote)

$104K/yr - $130K/yrIn-houseFull-timeSenior level8+ years exp.
4 months ago
Envestnet logo

Investments Marketing Manager

Envestnet

Berwyn, PA (Hybrid)

In-houseInternshipMid level5+ years exp.
6 months ago

Company overview

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com.Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).Social Media Disclosure: www.envestnet.com/social-media-disclosurePrivacy Policy: https://www.envestnet.com/privacy
Founded in 1999
Berwyn, Pennsylvania, USA
2.8K employees (46 in marketing)
www.envestnet.com
75% recommend to a friend
63% positive business outlook

People

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$1.4B

Last raise

$575M

Post IPO Debt, 3 years ago

Funding history

Nov 2022

Post IPO Debt Envestnet · $575M

Mar 2022

Post IPO Equity Envestnet · $289.4M

Aug 2020

Post IPO Equity Envestnet · $517.5M

Nov 2018

Post IPO Equity Envestnet

Feb 2011

Post IPO Equity Envestnet

Audience

Monthly website visitors
507.8K
Month over month+15.9%
Quarter over quarter+7.9%
Top sourceDirect (59.6%)
Ad budget per month$17.6K
Average search rank46.2
Traffic source mix
Direct
59.6%
Referral
24.7%

News

Envestnet uses $7-trillion heft to tap Goldman Sachs, Fidelity, JP Morgan and 17-plus big asset managers to offer its tax management program to advisors for free
Dec 6, 2025 • RIABiz
How Envestnet TAMP works: Key features for RIAs in the US
Dec 2, 2025 • InvestmentNews
Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors
Nov 24, 2025 • PR Newswire

Links

www.envestnet.comLinkedInCrunchbaseX (Twitter)
Glassdoor

Loading insights...

Headcount +1.8% year over year

Jul 2010

Private Equity Round Envestnet · $40M

Search
11.9%
Paid referral
2.6%
Social
1.1%

LinkedIn followers

Follower count and growth

Total followers

111.7K

12-mo growth

+8.4%

Monthly growth

+0.5%

Salaries

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Envestnet insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded
1999
Headquarters
Berwyn, Pennsylvania
Employees
1001-5000
Flat last 12mo
Marketing team
46
2% of company
0 saved employee profiles are linked to this company.

Overall company growth

Shows if the company is growing, flat, or shrinking.

Flat 1.8%
LinkedIn headcount is mostly flat at 1.8% change over the last 12 months.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result
Low risk
Late-stage · Flat headcount last 12 months · More mature · Last funding 3+ years ago
Trend
2022-12-26 -> 2026-02-09
Headcount (12 months)
+1.8%
Last funding round
41 months ago
Negative news (120 days)
0
Risk score2/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors
507.8K
Month over month+15.9%
Quarter over quarter+7.9%
Top sourceDirect (59.6%)
Traffic source mix
Direct
59.6%
Referral
24.7%
Search

Competitors and search

Shows competitors and key search metrics in one view.

Main result
320 competitor sites
Search traffic: 7.7K organic clicks / 224 paid clicks
Organic competitors
0
Paid competitors
5
Keyword change
+515
Ad budget per month
$17.6K
Average search rank
46.2
Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

111.7K

12-mo growth

+8.4%

Monthly growth

+0.5%

Marketing team growth

Shows if the marketing team is growing, flat, or shrinking.

Unknown
We need LinkedIn role growth data for marketing-related functions.

Marketing team size

Shows saved marketing team size.

46
2% of the company

Average years of experience

Shows typical years of experience across saved people.

16 years
Based on 7 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team
Based on saved marketing team size: 46.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings
Overall rating
3.9 / 5
Work-life balance
4.1 / 5
Culture
3.9 / 5
Diversity & inclusion
4 / 5
Recommend to a friend
75%
Positive business outlook
63%

Funding

Shows saved funding data.

Total funding
$1.4B
Last raise
Post IPO Debt
3 years ago
Funding details
Amount raised
$1.4B
Last round
Post IPO Debt
Last fundraise
3 years ago

News

Shows saved company news.

Envestnet uses $7-trillion heft to tap Goldman Sachs, Fidelity, JP Morgan and 17-plus big asset managers to offer its tax management program to advisors for free
Dec 6, 2025 • RIABiz
How Envestnet TAMP works: Key features for RIAs in the US
Dec 2, 2025 • InvestmentNews
Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors
Nov 24, 2025 • PR Newswire
11.9%
Paid referral
2.6%
Social
1.1%