Envestnet Executive Team | Comparably
Envestnet, Inc. is a leading provider of technology-enabled investment and practice management solutions to financial advisors. read more
EMPLOYEE
PARTICIPANTS
42
TOTAL
RATINGS
389

Envestnet Executive Team

The Envestnet Executive Team is rated a "C-" and led by CEO Judson Bergman. Envestnet employees rate their Executive Team in the Bottom 35% of similar size companies on Comparably with 501-1,000 Employees.
Employees with 6 to 10 Years experience and Male employees are more confident in their Executive Team, while Female employees and Caucasian employees think there is room for improvement. Out of their 3 competitors, LPL Financial, FolioDynamix, and Mirror, Envestnet's score ranks in 2nd place.

Last updated months ago.

Where This Score Ranks Envestnet's Executive Team

  • BOTTOM
    35%

    In the Bottom 35% of 1459 Similar Sized Companies on Comparably

  • BOTTOM
    35%

    In the Bottom 35% of 178 Nearby Companies in Chicago

  • 2nd

    2nd place versus 3 competitors rated on Comparably

56
Mar
56
May
57
Aug
54
Sep
57
Mar
C-60 / 100
Jan

Envestnet Key Executives

Name & Title
Bio
Judson Bergman  CEO / President
Judson Bergman
CEO / President
Judson Bergman serves as the CEO / President of Envestnet.
Brandon Rockwell Thomas J.D.
Co-Founder & Chief Investment Officer
Mr. Brandon Rockwell Thomas, J.D. is a Co-Founder, Vice President, Managing Director, Chief Investment Officer and...
Scott David Grinis
Chief Technology Officer
Mr. Scott David Grinis has been Chief Technology Officer of Envestnet, Inc. since 2004. Mr. Grinis serves as the Chief...
Mr. William C. Crager, also known as Bill, serves as the President at Envestnet Asset Management, Inc. Mr. Crager also...
Peter H. D'Arrigo CFA
Chief Financial Officer
Mr. Peter H. D'Arrigo, also known as Pete, has been the Chief Financial Officer at Envestnet, Inc. since 2008. Mr....
Anil Arora
Vice Chairman and Chief Executive of Envestnet | Yodlee
Mr. Anil Arora has been the Chief Executive at Envestnet | Yodlee since November 19, 2015. Mr. Arora served as the Chief...
Sean Mullen
Senior Vice President
Mr. Sean Mullen serves as Senior Vice President of Envestnet, Inc. Mr.Mullen served as Vice President and Creative...
John C. Yackel
Managing Director and Head of Global Institutional Business Development
Mr. John C. Yackel serves as Head of Global Institutional Business Development and Managing Director at Envestnet, Inc....
Matthew McGinness
Managing Director of Strategic Consulting for Enterprises
Mr. Matthew McGinness, also known as Matt, has been Managing Director of Strategic Consulting for Enterprises of...
Zachary Karabell Ph.D.
Head of Global Strategy
Dr. Zachary Karabell, Ph.D. served as the Head of Global Strategy at Envestnet, Inc., since November 2013. Dr. Karabell...
Jay W. Hummel CPA
Senior Vice President of Advisor Services Group
Mr. Jay W. Hummel, CPA has been Senior Vice President of Advisor Services Group at Envestnet, Inc. since 2014. Mr....
Babu Sivadasan
Group President of Envestnet Retirement Solutions
Mr. Babu Sivadasan has been Group President of Envestnet Retirement Solutions, LLC since January 2014. Mr. Sivadasan...
John Fitzpatrick
Senior Vice President On The Enterprise Sales
Mr. John Fitzpatrick has been Senior Vice President on the Enterprise Sales Team at Envestnet, Inc. since March 21,...
Lincoln Ross
Executive VP and Head of Product Management & Marketing
Mr. Lincoln Ross has been Executive Vice President and Head of Product Strategy and Marketing at Envestnet, Inc. since...
Oleg Tishkevich
Managing Director and Chief Technology Officer of Financial Planning
Mr. Oleg Tishkevich founded Oltis Software LLC in 1998 and serves as its Chief Executive and President. Mr. Tishkevich...
Matthew J. Majoros
Principal Accounting Officer and Senior Vice President of Financial Reporting
Mr. Matthew J. Majoros has been the Principal Accounting Officer of Envestnet, Inc. since December 12, 2013 and serves...
Mark Osmond
Managing Director
Mr. Mark Osmond has been the Managing Director of Institutional Services Group at EnvestNet Asset Management, Inc since...
Shelly S. O'Brien
Chief Legal Officer, General Counsel & Corporate Secretary
Ms. Shelly S. O'Brien, J.D., has been the Chief Legal Officer, General Counsel and Corporate Secretary at Envestnet,...
John G. Phoenix
Managing Director of Independent Advisor Network Sales
Mr. John G. Phoenix serves as Managing Director of Independent Advisor Network Sales at Envestnet, Inc. Mr. Phoenix...
Mike Apker
Executive Vice President of Enterprise Reporting & Data Aggregation Services
Mr. Mike Apker serves as an Executive Vice President of Enterprise Reporting & Data Aggregation Services at Envestnet,...
Debra Jane DeVoe
Senior VP & Chief Compliance Officer
Ms. Debra Jane DeVoe has been the Chief Compliance Officer and Senior Vice President at Envestnet, Inc. since January...
Joshua David Mayer
Chief Operating Officer
Mr. Joshua David Mayer, also known as Josh, has been the Chief Operating Officer of Envestnet, Inc. since April 1, 2014....
Richard Kevin Dion
Executive Vice President and Head of Strategic Partnerships
Mr. Richard Kevin Dion, also known as Rich, has been Executive Vice President at Envestnet, Inc. since October 2014 and...
James Patrick
Executive VP & Head of Advisor Services
Mr. James Patrick, also known as Jim, has been Executive Vice President and Head of Advisor Services at Envestnet, Inc....
Stuart DePina
Group President of Envestnet | Tamarac
Mr. Stuart W. DePina has been Group President of Envestnet | Tamarac at Envestnet, Inc. since May 2012. Mr. DePina has...
Who Ranks Envestnet's Executive Team the Highest?
Experience - 6 to 10 Years 88/100
Gender - Male 76/100
Tenure - 5 to 10 Years 70/100
Who Ranks Envestnet's Executive Team the Lowest?
Gender - Female 58/100
Ethnicity - Caucasian 64/100

Envestnet's Executive Team Trendline

  • Envestnet59
  • Other Companies in Chicago
  • Similar Size on Comparably

Envestnet Executive Team At a Glance

The Executive Team Score of 60/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”

75% of employees say “Yes, they approve of the job the executive team is doing at Envestnet”, with 100% of employees with 6 to 10 Years experience saying yes.

The last rating scoring Envestnet's executive team was provided months ago and has remained stable at 60 over the last 90 days.

How Envestnet's Executive Team Score is Calculated

FILTER RATINGS BY

Results from 19 Employees in All Departments, All Genders, All Ethnicities and All Yrs. Experience Experience

54
out of 100
How would you rate your executive team?
AnswerPercent
Yes75%
No25%
Do you approve of the job your executive team is doing at your company?

Envestnet's Executive Team Rank Against Similar Sized Companies on Comparably

BOTTOM
35%

Envestnet ranks in the Bottom 35% of other companies on Comparably with 501-1,000 Employees for Executive Team Score.

  1. Interbrand
    60 / 100
  2. Swire Coca Cola, USA
    60 / 100
  3. Acme Brick
    60 / 100
  4. Envestnet
    60 / 100
  5. ThoughtWorks
    59 / 100
  6. Esri
    59 / 100
  7. LendingClub
    59 / 100

Envestnet's Executive Team Rank Against Other Companies Nearby

BOTTOM
35%

Envestnet ranks in the Bottom 35% of other companies in Chicago for Executive Team Score.

  1. Uptake
    61 / 100
  2. SAVO
    61 / 100
  3. Ace Hardware
    60 / 100
  4. Envestnet
    60 / 100
  5. ThoughtWorks
    59 / 100
  6. Boeing
    58 / 100
  7. Grant Thornton LLP
    58 / 100

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