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Envestnet

3344

Envestnet

Empower your practice

Type

B2b

Founded

1999

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Also headquartered in Chicago

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Overview

Funding 2

Acquisitions 5

Apps 3

Latest funding

Undisclosed amount

Undisclosed funding - 2003

Upfront Ventures

Undisclosed amount

Undisclosed funding - 2000

Upfront Ventures

Team Size

1–10

Employees

Location

Chicago , United States

Headquarters

Explore Chicago

Envestnet | Yodlee names Jason O’Shaughnessy head, international sales

Wells Fargo inks data exchange agreement with Envestnet | Yodlee

Envestnet | Yodlee Announces Financial Data Access Agreement With Charles Schwab

Envestnet and Dynasty Financial Partners Launching Advisor Services Exchange

JPMorgan Chase inks data sharing deal with Envestnet | Yodlee

Envestnet | Yodlee launches risk insight tool

Envestnet/Yodlee unveil AI FinCheck

Stock markets

Envestnet | Yodlee names Matt Cockayne VP, sales, Emea

Apps & Services Technology

Envestnet completes acqusition of FolioDynamix

| Envestnet closes FolioDynamix buy

Stock markets Cloud

Token and Envestnet/Yodlee form strategic partnership

Envestnet to buy FolioDynamix for $195 mln

Stock markets Cloud Strategy

Envestnet/Yodlee debuts AI-based FinCheck Wellness app

Plaid settles patent suit filed by Envestnet/Yodlee

Envestnet | Yodlee joins forces with Varo Money

Stock markets Apps & Services

Envestnet/Yodlee unveils new fintech incubator class

Stock markets

Backbase partners with Envestnet/Yodlee

Acquisition

Envestnet Acquires Wheelhouse Analytics

Envestnet | Yodlee adds data to financial transaction reporting

Payments People Cloud

Envestnet | Yodlee scores United Capital deal

Stock markets Cloud