Envestnet
#3299
Rank
$3.49B
Marketcap
United States
Country
Mr. William C. Crager (Co-Founder, CEO & Director)
Mr. Peter H. D'Arrigo CFA (Chief Financial Officer)
Ms. Shelly S. O'Brien J.D. (Chief Legal Officer, Gen. Counsel & Corp. Sec.)
Summary
History
Envestnet was founded in 1999 by Jud Bergman and was a pioneer in data aggregation and financial account consolidation. It was one of the first companies to bring together client data from multiple financial account sources, into one unified view. Envestnet has since grown to become one of the largest providers of technology-enabled investment and financial solutions to financial advisors, institutions, and financial service providers in the United States.
Mission
Vision
Key Team
Mr. Joshua David Mayer (Chief Operating Officer)
Ms. Dana Marie D'Auria C.F.A. (Co-Chief Investment Officer & Group Pres of Envestnet Solutions)
Mr. Robert Michael Coppola (Chief Technology Officer)
Mr. Brian S. Shipman CFA (Head of Investor Relations)
Mr. Jason O'Shaughnessy (Head of International Sales)
Ms. Mary Ellen Dugan (Chief Marketing Officer)
Ms. Sharon Rosenthal (Chief HR Officer)
Recognition and Awards
References
https://en.wikipedia.org/wiki/Envestnet
https://in.investing.com/equities/envestnet-inc
https://finance.yahoo.com/quote/ENV/profile?p=ENV
https://www.comparably.com/companies/envestnet/mission
https://www.crunchbase.com/organization/envestnet
https://sec.report/CIK/0001337619
Mr. William C. Crager (Co-Founder, CEO & Director)
Mr. Peter H. D'Arrigo CFA (Chief Financial Officer)
Ms. Shelly S. O'Brien J.D. (Chief Legal Officer, Gen. Counsel & Corp. Sec.)