Tech Company Financing Transactions

Envestnet Funding Round

On 3/31/2007, Envestnet secured $951 thousand in financing from Upfront Ventures.

Transaction Overview

Company Name
Announced On
3/31/2007
Transaction Type
Venture Equity
Amount
$951,000
Round
Undisclosed
Proceeds Purpose
Proceeds purposes were not disclosed.

Company Information

Company Status
Publicly-held
Industry
FinTech
Mailing Address
35 East Upper Wacker Dr. 24th Floor
Chicago, IL 60601
USA
Email Address
Overview
Envestnet, Inc., together with its subsidiaries, provides financial and wealth management technology and services to financial advisors, investors, and financial service providers in the United States and internationally.
Profile
Envestnet LinkedIn Company Profile
Social Media
Envestnet Company Twitter Account
Company News
Envestnet News
Facebook
Envestnet on Facebook
YouTube
Envestnet on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Bill Crager
  Bill Crager LinkedIn Profile  Bill Crager Twitter Account  Bill Crager News  Bill Crager on Facebook
Chief Financial Officer
Peter D'Arrigo
  Peter D'Arrigo LinkedIn Profile  Peter D'Arrigo Twitter Account  Peter D'Arrigo News  Peter D'Arrigo on Facebook
Chief Information Officer
Brandon Thomas
  Brandon Thomas LinkedIn Profile  Brandon Thomas Twitter Account  Brandon Thomas News  Brandon Thomas on Facebook
Chief Technical Officer
Scott Grinis
  Scott Grinis LinkedIn Profile  Scott Grinis Twitter Account  Scott Grinis News  Scott Grinis on Facebook
President
Stuart DePina
  Stuart DePina LinkedIn Profile  Stuart DePina Twitter Account  Stuart DePina News  Stuart DePina on Facebook
VP - General Counsel
Shelly O'Brien
  Shelly O'Brien LinkedIn Profile  Shelly O'Brien Twitter Account  Shelly O'Brien News  Shelly O'Brien on Facebook
VP - Human Resources
Sharon Rosenthal
  Sharon Rosenthal LinkedIn Profile  Sharon Rosenthal Twitter Account  Sharon Rosenthal News  Sharon Rosenthal on Facebook


 

 

Browse more venture capital transactions:

Prev: 3/31/2007: Hydro-X venture capital transaction
Next: 3/31/2007: Mendocino Software venture capital transaction

 

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About Our Venture Capital Transactions Database

We report on every notable VC transaction. VC investment data records reported here are sourced from company press releases and news coverage. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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