Envestnet
North America, Pennsylvania, United States, Berwyn
Description
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
Investor Profile
Envestnet has made 5 investments, with 0 in the past 12 months and 60% as lead.
Stage Focus
- Series B (40%)
- Series A (20%)
- Seed (20%)
- Series Unknown (20%)
Country Focus
- United States (100%)
Industry Focus
- Financial Services
- Fintech
- Wealth Management
- Advice
- Finance
- Impact Investing
- Women's
- Information Technology
- Risk Management
- Retirement
FAQ
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.
