[ RECIPIENT ENTITY RECORD ]

Envestnet

VERIFIED NODE ID: 002326 · envestnet-2
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 technology platform. It is a major destination for institutional private equity capital.

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