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Envestnet, Inc.

AI Expert

Fintech Companiesenvestnet.comChicago, US

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Independent company assessment

8.4/10B · Solid

37 indexed evidence signals reviewed

AI Comparison

Warning Signals79% Confidence

Based on 5 polled AI models

  • GeminiGoogle DeepMind
    Warning85%Confidence
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    Warning78%Confidence
  • DeepSeekDeepSeek
    Warning90%Confidence
  • GLMZ.ai
    Warning72%Confidence
Updated Jul 27
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About

Envestnet is an American financial technology company that provides integrated wealth management software and solutions to financial advisors.

Headquarters
Chicago, US
EyeQ
EyeQ AI Live

Full intelligence report for Envestnet, Inc.

High confidence

Envestnet operates as a verified provider with particularly strong regulatory compliance and privacy safeguards, reflecting well-managed data governance and operational integrity across most consumer-facing areas. Its legal transparency lags behind these other strengths, introducing a modest gap in an otherwise cohesive trust profile. Taken together, the company presents as fundamentally dependable with credible verification practices, though shoring up legal disclosures would help align it with its higher-performing categories.

Strengths
  • Provides a DMCA notification process for copyright claims
  • Explicitly states it does not provide investment advice, limiting liability
  • Mention of GDPR compliance for data transfers
Key Risks
  • Can terminate authorized user access at any time without notice and may retain user content
  • May unilaterally modify terms and fees without prior notice or consent
  • Requires broad indemnification from users with no limitation
Domain & infrastructure
CSC Corporate Domains, Inc.Domain registrar
—Domain age
5 assetsVerified assets
Contact & Support
People Behind Envestnet, Inc.

Public-facing leadership and ownership signals for Envestnet, Inc. — synthesized from verified profiles and corporate disclosures where available.

C
Chris Todd
Chief Executive Officer
S
Shelly O’Brien
Chief Legal Officer, General Counsel, Corporate Secretary
B
Bhaskar Peddhapati
Chief Technology Officer
S
Sue Quackenbush
Chief People Officer
K
Katie Evans
Chief Operations Officer
R
Rich Friedberg
Chief Information Security Officer
J
John Hofmann
Chief Financial Officer
J
Jonathan Linstra
Chief Growth Officer