[ RECIPIENT ENTITY RECORD ]

Envestnet

VERIFIED NODE ID: 001367 · envestnet
R TARGET NODE — CAPITAL RECIPIENT
Envestnet
Company United States
Recipient Type
Company
Primary Jurisdiction
United States
Registration Status
ACTIVE
Entity Intelligence [ R ]
Legal Name Envestnet
Entity Type Company
Jurisdiction United States
Recipient Intelligence Summary

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions for financial advisors and institutions. Based in Pennsylvania, the firm enables digital wealth management through its comprehensive technology platform. It is a major destination for institutional private equity capital in the fintech sector.

Capital Influx Log (Transactions)
Date Type Amount
19 May 2026 EQUITY $4.5B