Envestnet News and Activities

Envestnet is owned by Bain Capital.

Bain Capital is one of the...

• Private Power;
• TOB Iconic 10,000.

Bain Capital has a direct presence in 11 countries.

Bain Capital has 36 subsidiaries including ADK Asatsu DK, Arxada and Bain Capital Credit.

They are in:

• Financial Services14%
• Banking14%
• Other73%

Acquisition, funding and merger involving Bain Capital.

• Bain Capital has acquired Envestnet (posted on November 26 2024).
• Bain Capital has announced the acquisition of Envestnet  (posted on July 15 2024).

View the org chart displaying its 39 main executives

Most searched biographies at Envestnet

• Chris Todd, Chief Executive Officer
• James Fox, Chairman of the Board
• Bhaskar Peddhapati, Chief Technology Officer

Popular executive movements at Envestnet

• Rich Friedberg has joined the company as Chief Information Security Officer  (posted on February 22 2026).
• Jonathan Linstra has joined the company as Chief Growth Officer  (posted on February 3 2026).
• Molly Weiss, Group President, Wealth Management Platform, has left the company  (posted on January 8 2026).

Click here to view some more movements at Envestnet

Popular executive movements at Bain Capital

• Jonathan Lavine who was Chairman of the Board, becomes Senior Advisory Partner  (posted on January 15 2026).
• David Gross who was Co-Managing Partner, becomes Managing Partner  (posted on January 15 2026).

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to follow the executive moves at Envestnet.

Bain Capital has 4,101 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Broadridge has acquired Acolin (posted on June 3 2026).
• The new name of Equals-Railsr is Equals. (posted on June 3 2026).
• Cuscal has acquired Paymark (posted on June 3 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management
• Michael Miebach - Chief Executive Officer at MasterCard

Learn more about the Financial Services industry

Press releases by Envestnet

• Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience, Unifying Investments, Planning & Insurance for Advisors and Clients
• LIVE FROM ELEVATE 2026: Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on its Wealth Management Platform
• Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors
• Envestnet Elevate 2026: Envestnet Unveils AI Strategy Purpose-built for the Future of Advice
• Envestnet Expands B2B Commitment to Canada, Empowering Advisors to Navigate New Total Cost Reporting Requirements
• Envestnet Elevate 2026: Explore Strategies for Strengthening HNW Client Relationships & Addressing Concentrated Stock Risk
• Helping Wealthy Clients Mitigate Risk From Concentrated Stock Holdings
• Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates Toward Planning-Led Advice
• iCapital, Envestnet Expand Access To Private Credit, Structured Products
• iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
• View more press releases Close

Social media about Envestnet

• Envestnet on Wikipedia, Google News & Yahoo Finance
• Envestnet on LinkedIn, X (Twitter) & YouTube