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Companies using Envestnet

We have data on 108 companies that use Envestnet. The companies using Envestnet are most often found in United States and in the Financial Services industry. Envestnet is most often used by companies with 50-200 employees and >1000M dollars in revenue. Our data for Envestnet usage goes back as far as 7 months.

If you’re interested in the companies that use Envestnet, you may want to check out Square and PeopleSoft as well.

Who uses Envestnet?

Some of the companies that use Envestnet include:
Company Ernst & Young Global Limited
Website ey.com
Country United States
Revenue >1000M
Company Size >10000
Company GONG
Website gong.pl
Country Poland
Revenue 1M-10M
Company Size 10-50
Company Tata Consultancy Services Ltd
Website tcs.com
Country India
Revenue >1000M
Company Size >10000
Company Rules Cube
Website rulescube.ca
Country Canada
Revenue 10M-50M
Company Size 50-200
Company Morgan Stanley
Website morganstanley.com
Country United States
Revenue >1000M
Company Size >10000

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Envestnet Market Share and Competitors in Financial Management

We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Envestnet has a market share of about 0.1%. Other major and competing products in this category include:

Envestnet
Financial Management
Envestnet market share in Financial Management is about 0.02%
108
Companies using Envestnet
Financial Management
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    What is Envestnet?

    Envestnet is a provider of wealth management technology, financial planning solutions for financial instituitions. Its interconnected technology, intelligence and solutions deliver a 360 degree view of client finances that lets financial professionals and institutions identify opportunities, avoid pitfalls and seemlessly take action. Its ecosystem includes portfolio management, CRM, proposal/risk, UMAs, client portal, wealth data, prospecting and lead generation, lifetime planning, tax management, ETFs, tax management, data aggregation, analytics, custodian platforms and more. Its products are Envestnet PMC, Envestnet Yodlee,Envestnet Tamarac,Envestnet MoneyGuide and Envestnet Retirement Solutions.

    Top Industries that use Envestnet

    Looking at Envestnet customers by industry, we find that Financial Services (55%), Investment Management (10%) and Information Technology and Services (8%) are the largest segments.

    Companies using Envestnet - Distribution by industry

    Top Countries that use Envestnet

    89% of Envestnet customers are in United States.

    Envestnet customers by country

    Distribution of companies that use Envestnet based on company size (Employees)

    Of all the customers that are using Envestnet, 21% are small (<50 employees), 37% are medium-sized and 35% are large (>1000 employees).

    Companies using Envestnet, by size (number of employees)

    Distribution of companies that use Envestnet based on company size (Revenue)

    Of all the customers that are using Envestnet, 34% are small (<$50M), 12% are medium-sized and 43% are large (>$1000M).

    Envestnet clients - distribution by company revenue

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