Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Over 103,000 advisors across more than 4,900 companies—including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies—leverage the Envestnet platform to grow their businesses and client relationships.
Founded in 1999, Envestnet is a financial software firm that provides unified wealth management technology and has acquired 17 businesses to provide a full suite of technology offerings for financial advisors. The 21-year-old company has grown to over 4,600 employees across 11 global locations.
As Envestnet rapidly grew through acquisitions, it became difficult to streamline communications and create a unified company culture using its legacy intranet. Additionally, onboarding new employees was difficult as their intranet had stale and outdated information and the company had multiple sources of truth. Without integration to Workday, it was taking the organization up to 3 months to manually onboard acquired employees and new hires.
Employees struggled to find up-to-date company information and their intranet ultimately became a content dumping ground. Information and resources were difficult to locate leading to employee frustration. Eventually, most employees stopped using it.
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