Envestnet Reviews | Glassdoor

Envestnet Reviews

Updated September 7, 2017
22 reviews

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5.0
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Envestnet Chairman, Founder, and CEO Jud Bergman
Jud Bergman
14 Ratings

22 Employee Reviews

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Pros
  • Great work life balance, slight load during start of year (in 13 reviews)

  • Nice people, good work environment (in 7 reviews)

Cons
  • sometimes (depends on the team) work/life balance could be better (in 4 reviews)

  • No action has been taken by weak top management (in 3 reviews)

More Pros and Cons

  1. "Great experience"

    StarStarStarStarStar
    • Work/Life Balance
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Approves of CEO

    I have been working at Envestnet full-time

    Pros

    Great leadership, benefits, and culture.

    Cons

    Overall, not too many cons working for Envestnet


  2. "Great culture, benefits and vision!"

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

    I have been working at Envestnet full-time

    Pros

    Envestnet is great environment. The company has built a culture of transparency and putting people first - their benefits package proves that. The people are smart, committed and excited to be there everyday.

    Cons

    If you live in Philadelphia, it can be a difficult commute. However, I know Envestnet is close to getting a shuttle from the Paoli train station to tackle this issue. It should be up and running soon for Envestnet employees.

  3. "Great company, great benefits, family environment"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Client Service Associate in Chicago, IL
    Former Employee - Client Service Associate in Chicago, IL
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Envestnet full-time (More than a year)

    Pros

    The company really cares, I was diagnosed w/a terminal illness and they did their best to accommodate my needs and were genuine in their efforts to find me a position that helped me.

    Cons

    Gossipy culture, it can seem very clique-ish at times. For the most part they do try to include you

    Advice to Management

    Dont play favorites


  4. "Company feels small even though it is not"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Senior Management
    Current Employee - Senior Portfolio Manager in Denver, CO
    Current Employee - Senior Portfolio Manager in Denver, CO
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Envestnet full-time (More than 10 years)

    Pros

    Envestnet is involved in all aspects of financial services. We have great technology for financial advisors at very reasonable price. Our asset management arm offers a full spectrum of investment strategies.

    Cons

    Glitches that are inevitable with new development can take far too long to clean up.

    Advice to Management

    Set aside development resources to "bat cleanup" after every development cycle. We offer so much so quickly, it is inevitable that tweaks will need to be made. Have 15-20% of developers available solely to focus on that.


  5. Helpful (4)

    "Great place to work"

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

    I have been working at Envestnet full-time (More than 3 years)

    Pros

    Great benefits - good 401k match, great health insurance (2 options), company pays gym membership for a gym in the building.
    Excellent PTO policy
    Excellent team environment
    Good pay
    Fun place to work!

    Cons

    Lack of communication internally
    Often disorganized
    Senior management is always moving on to the next big thing without successfully implementing their old ideas


  6. "Excellent place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Associate Software Engineer in Chicago, IL
    Current Employee - Associate Software Engineer in Chicago, IL
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Envestnet (More than a year)

    Pros

    Flexibility, excellent learning environment, work life balance

    Cons

    no cons found till now

    Advice to Management

    no advice to management as everitng seems perfect


  7. "Advisor Services"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Financial Advisor Services Representative in Wheeling, IL
    Former Employee - Investment Financial Advisor Services Representative in Wheeling, IL
    Recommends

    I worked at Envestnet full-time (More than a year)

    Pros

    The benefits are amazing! HR gives more to employees every year. Great group of people to work with. Company is always improving the platform.

    Cons

    Lack of training and management availability.

  8. "Summer Intern"

    StarStarStarStarStar
    Former Intern - Anonymous Intern
    Former Intern - Anonymous Intern
    Recommends

    I worked at Envestnet as an intern

    Pros

    Great team to work with

    Cons

    Not much room for mobility


  9. Helpful (2)

    "Managed Account Services"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I have been working at Envestnet full-time (More than 3 years)

    Pros

    Plenty of options to move up in the company

    Cons

    Although there are great benefits now, compensation is not sufficient


  10. "Self Starters Dream Job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Product Development in Chicago, IL
    Current Employee - Product Development in Chicago, IL
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Envestnet full-time (More than 3 years)

    Pros

    This company truly rewards employees who are self starters and bring drive and work ethic to the table.
    Engaged Mgmt team

    Cons

    If you expect things to be handed to you or a formal Merrill Lynch-like training program, you are out of luck. If you are not a self starter or not afraid to ask questions and seek answers, this might not be a good fit.

    Advice to Management

    For younger employees, put more of a training program in place to get them started off correctly.


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