Envestnet

10 Decision Makers · 18 Verified Contacts & Email Format

📍 Berwyn, Pennsylvania, United StatesFinance & Banking🗓 Est. 1999👥 1001–5000 employees
Employees
1001-5000
Founded
1999
Listing
For Profit · NYSE:ENV
Headquarters
Berwyn, Pennsylvania, United States

Company data last updated Jul 27, 2025.

About Envestnet

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence.

Who to contact at Envestnet

12ExecutiveChief Compliance Officer and Managing Director, Board Member
6OtherTechnical Advisor

Email Format

{first_name}.{last_name}@envestnet.com
100% sarah.smith@envestnet.com

Email Deliverability

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Leadership & Decision Makers

Contact details of 10 Envestnet decision makers

Debra DeVoe

Chief Compliance Officer and Managing Director
Work d*********e@envestnet.com

Mary Ellen Dugan

Chief Marketing Officer
No contact data available

Lincoln Ross

Executive Vice President
No contact data available

Doug Meads

Head of FinTech - Envestnet Data & Analytics
No contact data available

Dana D’Auria

Co-Chief Investment Officer
No contact data available

Bill Crager

CEO
No contact data available

Brandon Thomas

Founder
No contact data available

James Lumberg

Founder
No contact data available

Judson Bergman

Founder
No contact data available

Sukhinder Singh Cassidy

Founder
No contact data available

Team & Specialists

Contact details of 8 Envestnet team members

Sharon Rosenthal

Work s**************l@envestnet.com

Joseph Mrak

Board Member
Work j*********k@envestnet.com

Farouk Ferchichi

Work f**************i@envestnet.com

Ryan Mcaree-sullivan

Work r******************n@envestnet.com

Steve Hipp

Work s********p@envestnet.com

Aaron Bauer

Work a*********r@envestnet.com

Tim O'Brien

Group Head, Envestnet Enterprise Security
No contact data available

Scott Grinis

Technical Advisor
No contact data available

General Emails

General company emails, e.g. customer support lines

info@envestnet.com General Inquiries
support@envestnet.com Customer Service
feedback@envestnet.com General Inquiries
help@envestnet.com General Inquiries
legal@envestnet.com Legal Department
media@envestnet.com Media Relations
sustainable@envestnet.com

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Company Info Updated 27/07/2025
Berwyn, Pennsylvania, United States
Legal Name Envestnet, Inc.
Business Type Public
Employees 1001-5000
Rounds Post-IPO Debt
Founded Date 1999
Number of Exits 1
Company Type For Profit
Stock Symbol NYSE:ENV
Operating Status Active
Last Funding Type Post-IPO Debt
Phone Number (312) 827-3940
Last Investment Activity Mar 18, 2024
Investments Activity Mar 18, 2024Mar 13, 2024Mar 5, 2024
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Jul 27, 2025.

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Frequently Asked Questions about Envestnet

What does Envestnet do?

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence.

Where is Envestnet headquartered?

Envestnet is headquartered in Berwyn, Pennsylvania, United States.

When was Envestnet founded?

Envestnet was founded in 1999.

How many employees does Envestnet have?

Envestnet has approximately 1001-5000 employees.

What industry is Envestnet in?

Envestnet operates in the Finance & Banking industry.

What is the email format for Envestnet?

The most common email format at Envestnet is {first_name}.{last_name}@envestnet.com. For example: firstname.lastname@envestnet.com.

How do I contact Envestnet?

You can contact Envestnet via email at info@envestnet.com or support@envestnet.com, headquartered in Berwyn, Pennsylvania, United States.

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