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ENVESTNET

HQ - Berwyn,Pennsylvania

Summary

Envestnet is a financial technology company that provides technology and services for wealth management, focusing on connecting people with their financial goals.

Deals Overview

Total Deals5

Valued Deals1

Total Value£ 3.51 B

Avg. Deal Size£ 3.51 B

Market Context

Senior Management

Judson Bergman
Chairman and CEO
Stuart DePina
CEO
Jim Fox
Chair and Interim CEO

Senior Management

Judson Bergman
Chairman and CEO
Stuart DePina
CEO
Jim Fox
Chair and Interim CEO

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15 Mar 2019|United States|Software

Target: PIETECH INC

Bidder: ENVESTNET

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

18 Feb 2020|India|FinTech

Target: FINBIT.IO

Bidder: ENVESTNET

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

06 Jul 2022|United States|Software

Target: REDI2 TECHNOLOGIES

Bidder: ENVESTNET

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

11 Jul 2024|United States|FinTech

Target: ENVESTNET

Bidder: NORWEST VENTURE PARTNERS

20 Service Providers

3 Target | 17 Bidder

83 Dealmakers

35 Target | 48 Bidder

£ 3.51 B

Value

25 Jun 2025|United States|Diversified Financials

Target: YODLEE

Bidder: SYMPHONY TECHNOLOGY GROUP

8 Service Providers

5 Bidder | 3 Vendor

40 Dealmakers

27 Bidder | 13 Vendor

n/a

Value

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