Investments Marketing Manager

Berwyn, PA (Hybrid)

Salary Not AvailableMid Level5+ years expIntern

Posted 6 days ago

Job Summary

Original Job Description

Envestnet logo

Envestnet

Glassdoor
3.9

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

Marketing team
46
Employees
2.8K
Headquarters
Berwyn, Pennsylvania, USA
Founded
1999

Employee Sentiment

Overall Rating
3.9 / 5
Recommend to a Friend
75%
CEO Approval
78%
Source: Glassdoor

Traffic Signals

Monthly Visitors
507.8K
Monthly Google Ads Budget
$17.6K
Traffic Source Mix
Search
11.9%
Direct
59.6%
Referral
24.7%
Social
1.1%
Paid
2.6%

Headcount Trend

Current headcount: ~2.8K

Funding

Total Funding
$1.4B
Last Raise
3 years ago
Last Raise Amount
$575.0M
  • 2022-11-15
    Post IPO Debt • $575.0M
  • 2022-03-31
    Post IPO Equity • $289.4M
  • 2020-08-17
    Post IPO Equity • $517.5M

Recent News

RIABiz
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
InvestmentNews
How Envestnet TAMP works: Key features for RIAs in the US
Dec 2, 2025
PR Newswire
Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors
Nov 24, 2025