Envestnet
Profile and portfolio
This profile covers the startup investments made by Envestnet, a financial services company. It is based in Berwyn, United States. It invests from Series A to Series B. Sectors it names: fintech.
Every figure links to its source
Snapshot
Data behind this graphic
| Item | Value |
|---|---|
| Stage range | Series A to Series B |
| Sectors | Fintech |
| Geography | North America |
| Offices | Berwyn, United States |
Sources: S1 PR Newswire: Envestnet and Dynasty Financial Partners announce Advisor Services Exchange; Envestnet makes a minority investment (2020-01-08).
Where it invests
Key facts
| Fact | Value | Status | Source |
|---|---|---|---|
| Parent company | Envestnet | Reported by Wikipedia: Envestnet (headquarters) | S9 |
| Parent industry | Banking and financial services | Reported by Wikipedia: Envestnet (headquarters) | S9 |
| Headquarters | Berwyn, United States | Reported by Wikipedia: Envestnet (headquarters) | S9 |
| Status | Active | Single source | S1 |
| Capital source | Parent company only | Single source | S1 |
| Stages | Series A, Series B (inferred from announced rounds) | Estimate | S1 |
Recent rounds
Portfolio
The firm's portfolio page lists 3 companies.S1
Every company on the Envestnet list
3 companies, as listed on the firm's own website.S1 Read the firm's list.
- Dynasty Financial Partners
- Ellevest
- YieldX
Official pages
Read the firm's own pages for current information.
- Website www.envestnet.com/
Sources
- S1PR Newswire: Envestnet and Dynasty Financial Partners announce Advisor Services Exchange; Envestnet makes a minority investment (2020-01-08)Firm
- S2Envestnet newsroom: strategic partnership with YieldX; YieldX Series A led by Envestnet (2021-10-25)Firm
- S3PR Newswire: Ellevest raises USD 53M Series B, investors include Envestnet (2022-04-06)Portfolio company
- S9Wikipedia: Envestnet (headquarters)Third-party report
Disclaimer and corrections
Not affiliated. This page is not affiliated with, endorsed by or sponsored by Envestnet or any company named on it. Names and trademarks belong to their owners. Informational only. This is a public-source reference. It is not investment, legal or tax advice and not an offer or solicitation. Sources. Each figure names its source. Figures may have changed. Please read the firm's official pages, linked above. Corrections and takedown. To report an error or ask for a change or removal, use the correction form or email Richard@CorporateVentureCapital.com.
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