Working at Envestnet | Glassdoor

Envestnet Overview

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Chicago, IL
1001 to 5000 employees
1999
Company - Public (ENV)
Investment Banking & Asset Management
$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

3.9
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Envestnet Chairman, Founder, and CEO Jud Bergman
Jud Bergman
57 Ratings
  • "Who was THAT person??"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Berwyn, PA
    Current Employee - Anonymous Employee in Berwyn, PA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Envestnet full-time (Less than a year)

    Pros

    Everything. Great culture, benefits, and pay.

    Cons

    Let’s be realistic here for a minute. Nothing will ever be perfect. I have worked at several different companies and Envestnet has been the best experience I have had.

    As an aside, I just read another review that someone left from Chicago complaining of various things and bashing the company. To you I say good luck, you didn’t belong with us anyway.

    Advice to Management

    Great job guys, keep it up!!

See All 132 Reviews

Envestnet Photos

Envestnet photo of: Envestnet office
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Envestnet Interviews

Experience

Experience
51%
19%
30%

Getting an Interview

Getting an Interview
37%
31%
13%
8
6
5

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1.  

    Officer Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    The process took 1+ week. I interviewed at Envestnet (Chicago, IL).

    Interview

    The interview process began with a telephone screen with HR. I was then invited in for 2 in person interviews. The interviews wers casual and pretty laid back. I was asked about my background and experience. We mostly discussed the position, the department need and the direction of the company. I felt that everyone was being open and forthright with me. Overall, it was a good experience.

    Interview Questions

See All 70 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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