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Estimated Fully Diluted Shares:
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Last Round Financing Valuation:
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Company Specialist
Gregory Dietrick West Shore Advisors, Inc.
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Envestnet
Envestnet Asset Management provides managed account services for more than 10,000 financial institutions and investment advisers. Used by brokers, banks, insurance companies, registered investment advisers, and certified public accountants, the company’s online financial planning programs allow advisers to generate proposals and manage client accounts. The firm also affords access to mutual funds, alternative investments, and financial research, and offers tools that enable investment advisers to build customized portfolios for investors. Founded in 1999, Envestnet has approximately $80 billion of assets under management and administration. Envestnet… more
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Company Overview
Envestnet Asset Management provides managed account services for more than 10,000 financial institutions and investment advisers. Used by brokers, banks, insurance companies, registered investment advisers, and certified public accountants, the company’s online financial planning programs allow advisers to generate proposals and manage client accounts. The firm also affords access to mutual funds, alternative investments, and financial research, and offers tools that enable investment advisers to build customized portfolios for investors. Founded in 1999, Envestnet has approximately $80 billion of assets under management and administration.
Envestnet has reportedly received $59.9 million in funding from Apex Venture Partners, Edgewater Funds, Talon Asset Management, Keystone Venture Capital, Orca Bay Partners, WestLB Mellon Asset Management, GRP Partners, and Foundation Capital.
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CEO:
Judson Bergman
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HQ:
Chicago, IL
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Capital Raised:
$59.9M
Financings
- Series: C
- Type: Later Stage - 6th
- Date: September-2008
- Stock: Preferred
- Total Investment: $9,000,000.00
- Investors:
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- Apex Venture Partners
- Edgewater Funds
- Foundation Capital
- GRP Partners
- Funds:
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- Foundation Capital III LP
- Type: Later Stage - 5th
- Date: July-2007
- Stock: Common
- Total Investment: $5,000,000.00
- Investors:
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- GRP Partners
- Funds:
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- GRP II
- Type: Later Stage - 4th
- Date: March-2005
- Total Investment: $7,000,000.00
- Investors:
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- GRP Partners
- Funds:
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- GRP II
- Type: Debt/Non-Eq - Debt
- Date: January-2004
- Total Investment: $3,000,000.00
- Investors:
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- Apex Venture Partners
- Edgewater Funds
- Orca Bay Partners
- WestLB Mellon Asset Management
- Funds:
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- Apex Investment Fund V LP
- Series: C
- Type: Later Stage - 3rd
- Date: January-2003
- Stock: Preferred
- Total Investment: $7,000,000.00
- Investors:
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- Apex Venture Partners
- Edgewater Funds
- Orca Bay Partners
- WestLB Mellon Asset Management
- Funds:
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- Apex Investment Fund V LP
- Series: B
- Type: Second Round
- Date: August-2001
- Total Investment: $17,500,000.00
- Investors:
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- Apex Venture Partners
- Edgewater Funds
- Individual Investors
- Keystone Venture Capital
- Orca Bay Partners
- Talon Asset Management
- Funds:
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- Edgewater Private Equity Fund III LP
- Talon Opportunity Fund
- Series: A
- Type: First Round
- Date: May-2000
- Total Investment: $11,400,000.00
- Investors:
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- Apex Venture Partners
- Edgewater Funds
- Individual Investors
- Talon Asset Management
- Funds:
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- Apex Investment Fund IV LP
- Edgewater Private Equity Fund III LP
- Talon Opportunity Fund
Round 7
Round 6
Round 5
Round 4
Round 3
Round 2
Round 1
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News
Documents
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