About Envestnet
Envestnet is a financial technology company that develops and distributes wealth management software, platforms, and services to financial advisors and institutions. It offers unified wealth management solutions, data aggregation, data analytics, and portfolio management tools through brands including Envestnet Enterprise, Envestnet PMC, Envestnet MoneyGuide, and Envestnet Tamarac. The company serves over 111,000 financial advisors, major U.S. banks, and wealth management firms, and was taken private by Bain Capital in November 2024 in a ~$4.5 billion transaction.
Company details
Funding
Total raised
$4.5B
Last stage
Public
Investors
Founders
Judson Bergman
Co-founded Envestnet in 1999; served as Chairman and CEO until his death in a car accident in October 2019.
Bill Crager
Co-founded Envestnet in 1999; served as President, then became interim CEO in October 2019 and permanent CEO in March 2020.
LinkedInBrandon Thomas
Co-founded Envestnet in 1999; co-chaired the PMC Investment Committee and led investment policy development.
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.