Envestnet
VC Fund
Chicago Heights, United States
Envestnet is a VC fund in Chicago Heights focused on Financial Services and FinTech. Envestnet, Inc. (NYSE: ENV) is an independent provider of technology-enabled, web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, their technology platform provides financial advisors with the flexibility to address their client's needs. They work with financialadvisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which they refer to as enterprise clients. They focus their technology development efforts and their sales and marketing approach on addressing financial advisors’ front-, middle- and back-office needs. They believe that their investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration. Their centrally-hosted technology platform provides financial advisors with the flexibility to choose freely among a wide range of investment solutions, services, investment managers, and custodians to identify those that are most appropriate for their clients.
- Total investments:
- 5
- Last investment:
- Lead investor:
- 60%
Last updated:
For AI agents: llms.txt
Industries Envestnet invests in
Stages Envestnet invests in
Countries Envestnet invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Chip Scully
|
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Sharon Rosenthal
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Bill Crager
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Chris Todd
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Dana D’Auria
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| See all 12 contacts → | |||
Investment Focus
Industry
- Financial Services 4 (80%)
- FinTech 2 (40%)
- Finance 2 (40%)
- Wealth Management 2 (40%)
- Advice 1 (20%)
Stage
- Series B 2 (40%)
- Seed 1 (20%)
- Series A 1 (20%)
- Funding Round 1 (20%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Chip Scully
Head of Banking & Channel Partnerships - Envestnet Data & Analytics
|
Head of Banking & Channel Partnerships - Envestnet Data & Analytics | Total investments: 0 | Find email | |
|
Sharon Rosenthal
Chief Human Resources Officer
|
Chief Human Resources Officer | Total investments: 0 | Find email | |
|
Bill Crager
CEO
|
CEO | Total investments: 0 | Find email | |
|
Chris Todd
Chief Executive Officer
|
Chief Executive Officer | Total investments: 0 | Find email | |
|
Dana D’Auria
Co-Chief Investment Officer
|
Co-Chief Investment Officer | Total investments: 0 | Find email | |
| See all 12 team members → | ||||
Investments
| Company | Description | Round | Links |
|---|---|---|---|
FIDx
|
FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families. | $24.3M / Series B / Nov 10, 2022 | |
Ellevest
|
Ellevest provides an engaging investing experience to help women meet their financial goals in life.Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments,and the development of the algorithms that drive its forecasts and recommendations. | $53M / Series B / Apr 06, 2022 | |
YieldX
|
YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.The company aims to be a portal to liquid global yield-driven opportunities. It sees a key global asset class being transformed, and we are building the tools to bring those benefits to all investors. YieldX is led by senior fixedincome and fintech professionals who offer more than 70 years of collective experience at marquee capital markets and technology firms. | $17M / Series A / Oct 27, 2021 | |
Dynasty Financial Partners
|
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms. | Jan 08, 2020 | |
ALPHAHEDGE
|
AlphaHedge Capital Partners, LLC, a Blue Bell, PA-based provider of access to long/short equity strategies through separately managed accounts. AlphaHedge investment strategies are held in brokerage accounts registered under the name of the investor with all securities directly owned and transparent to the investor.AlphaHedge is a managedaccount platform that provides access to liquid, long/short equity strategies in a custodian agnostic, separately managed account structure with lower minimums than typical partnership investments. Organizations can provide their clients with access to individual strategies, multi-manager models or can create custom multi-manager model portfolios targeting specific return profiles. The platform is open architecture and has the ability to include strategies from AlphaHedge’s own stable of managers and/or an organization’s proprietary or externally sourced managers. | Seed / Apr 10, 2015 |
Co-Investors
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FAQ
What does Envestnet invest in?
Envestnet invests primarily in Financial Services, FinTech and Finance startups, most often at Series B and Seed stage. Most of the 5 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Envestnet?
Public channels for Envestnet include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Envestnet?
The team at Envestnet includes Chip Scully (Head of Banking & Channel Partnerships - Envestnet Data & Analytics), Sharon Rosenthal (Chief Human Resources Officer) and Bill Crager (CEO), among 12 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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