Company profile: Envestnet
1.1 - Company Overview
Company description
- Provider of integrated, technology-enabled wealth and investment solutions for financial advisors, banks, dealers, and wealth institutions, including a web-based wealth management platform for data-driven, holistic advice; unified managed accounts; AI-driven insights for banking; direct indexing; revenue management; and billing for RIAs.
Products and services
- Insights Engine for Banking (IEB): AI-driven platform that analyzes transactional data to surface actionable insights and tailored recommendations for financial institutions and end users
- Unified Managed Accounts (UMAs): integrated system that consolidates multiple investment vehicles into a single account, enabling coordinated client-specific strategies with improved operational efficiency
- Wealth Management Platform: web-based platform connecting wealth institutions, advisors, and clients to deliver data-driven advice and a holistic financial management experience, integrating technology and intelligent data
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Envestnet
Novus
HQ: United States
Website
- Description: Provider of a portfolio analytics platform for institutional investors to manage and analyze risk, performance, and exposures. The platform collects data from dozens of administrators, prime brokers, custodians, and accounting systems, and enriches it with market, fundamental, and economic information. Supports position-level transparency and managed accounts when permissioned.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Luma Financial Technologies
HQ: United States
Website
- Description: Provider of an independent multi-issue platform offering a customizable order entry system for banks, brokers, and dealers, with tools to select and compare investments and evaluate structured products and annuities, annuity comparison, a hub to design, price, and transact tailored solutions with analytics, centralized lifecycle monitoring with notifications and performance reports, and a learning center for digital education and compliance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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BlueFlame
HQ: United Kingdom
Website
- Description: Provider of AI for alternative investment managers, bridging knowledge management with automation. Delivers indexed enterprise knowledge, task automation across SaaS and proprietary systems, investor relations and marketing automation, investment research and deal diligence automation, within a SOC2-certified environment and SEC 17(a)-4 archiving.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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OTR Global
HQ: United States
Website
- Description: Provider of marketplace and equity research services for institutional investors across U.S. and international sectors, including consumer products, retail and restaurants, cyclical, energy, healthcare, and technology/media/network communications/semi and supply chain. Offers quarterly syndicated research reports, custom research, on-the-ground field force data, and coverage of industry conferences and exhibitions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OTR Global company profile →
OTC Markets
HQ: United States
Website
- Description: Provider of marketplaces and related services, operating the OTCQX Best Market, OTCQB Venture Market, and Pink Open Market for over 11,000 U.S. and global securities. Offers the SEC-regulated OTC Link ATS connecting broker-dealers for liquidity and execution, market data on 12,000 securities via Bloomberg, REDI Technologies, and Thomson Reuters, and corporate services to help companies engage and inform investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OTC Markets company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Envestnet
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Envestnet
2.2 - Growth funds investing in similar companies to Envestnet
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4 - Top valuation comps for Envestnet
4.2 - Public trading comparable groups for Envestnet
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