Working at Envestnet | Glassdoor

Envestnet Overview

Chicago, IL
1001 to 5000 employees
1999
Company - Public (ENV)
Finance
$100 to $500 million (USD) per year
Unknown
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources.

Mission: Envestnet’s mission is to transform wealth management for the benefit of investors and the advisors who serve them.

We founded Envestnet to level the playing field for independent advisors, giving you the same access, tools, and support that ... Read more

Envestnet Reviews

3.3
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Approve of CEO
Envestnet Chairman, Founder, and CEO Jud Bergman
Jud Bergman
48 Ratings
  • "VP Development"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Software Engineering Manager in Seattle, WA
    Current Employee - Software Engineering Manager in Seattle, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Envestnet full-time (More than 5 years)

    Pros

    Great stability and products with a lot of company growth opportunity.

    Cons

    Bigger company with a finance overtone, so slightly conservative.

See All 113 Reviews

Envestnet Photos

Envestnet photo of: Envestnet office
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Envestnet Interviews

Experience

Experience
54%
19%
26%

Getting an Interview

Getting an Interview
31%
31%
14%
7
7
7

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1. Helpful (1)  

    Writer Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Envestnet.

    Interview

    After several emails back and forth with HR, we scheduled a phone interview with the hiring manager. When she called, she told me a bit about the job/company and then said she wanted was for me to do a writeup that included details of my previous projects. She didn't ask me anything about my background. I thought the process was a bit odd but I sent what she asked for anyway. I never heard from them again.

    Interview Questions

See All 47 Interviews

Envestnet Awards & Accolades

  • Quantitative Portfolios - Best New Product for HNW Advisory, PAM Awards, 2016
  • Portfolio Management, Family Wealth Reports Awards, 2016
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