Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.

Finance

Envestnet

Bill Crager

Robert Coppola

Neel Ray

Farouk Ferchichi

Jillian Munro

Ron Ransom

Sharon Rosenthal

Pete D’Arrigo

James Patrick

Josh Mayer

Arun Anur

Dana D’auria

Tom Sipp

Molly Weiss

Dawn Newsome

Ellen Dugan

Rich Aneser

Shelly O’Brien

The current leadership team at Envestnet has experience working in a variety of industries, including technology, finance, and marketing. They have also held a variety of positions, such as Chief Data & Analytics Officer, Partner - Data, Analytics & Digital Advisory Services, and Managing Director - CTO Legal & eDiscovery, Global Technology Lead for Resolution & Recovery. In addition to their professional experience, the team also has a wealth of educational experience, including degrees from Columbia Engineering, the Massachusetts Institute of Technology, Bucknell University, and the University of New Hampshire.

Leadership Team

CEO and Executive Team

Founding Team

Leadership Team

About

Team members

Other teams at Envestnet

CEO and Executive Team

Founding Team