Envestnet is a corporate venture arm. Based in Berwyn, Pennsylvania, United States. The known portfolio counts 5 companies, including Ellevest, Dynasty Financial Partners, YieldX, FIDx and ALPHAHEDGE.
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Investment focus
Contacts
Who to pitch at Envestnet
Envestnet portfolio companies (5)
- Ellevest
- Dynasty Financial Partners
- YieldX
- FIDx
- ALPHAHEDGE
Co-investors
Funds that share portfolio companies with Envestnet.
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About Envestnet
The firm's listing covers sectors FinTech and SaaS, and focus areas Embedded Finance, Enterprise SaaS, Vertical SaaS and Wealth Management; known deals cluster at Seed, Series A and Series B.
The contacts to approach at Envestnet are Conrad J. (Investment Specialist), Elaine C. (Investor) and Colin Motley (Board Member).
Envestnet shares portfolio companies with 18 other investment firms, among them Tectonic Capital, Abacus Global Management and BlackRock.
Frequently asked questions
What is Envestnet?
Envestnet is a corporate venture arm based in Berwyn, Pennsylvania, United States, with a known portfolio of 5 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Envestnet invest in?
Listed sectors include FinTech and SaaS; listed focus areas include Embedded Finance, Enterprise SaaS, Vertical SaaS and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Envestnet invest at?
The known deals of Envestnet include Seed, Series A and Series B rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Envestnet?
All 3 people on file at Envestnet are listed as contacts for the firm, each with their own profile page.
How do I contact Envestnet?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 3 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal