Private company
Who owns Envestnet, Inc.
One company in the researched set discloses a stake in Envestnet, Inc., none of it sized by anyone who discloses it. Envestnet, Inc. is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
Envestnet, Inc. - Profile
- Type
- private company
- Based in
- United States
- Founded
- 1999
Envestnet, Inc. builds and operates the software that financial advisers and institutions use to run wealth management. Its platform combines model portfolios and managed account administration through Envestnet PMC, portfolio management and reporting through Tamarac, financial planning through MoneyGuide, retirement solutions, and account aggregation and financial data through Yodlee, which it bought in 2015. The company reports roughly 6.5 trillion dollars of platform assets across more than 20 million accounts and over 111,000 advisers, and counts most of the largest United States banks and wealth management firms among its clients. Founded in 1999 by Jud Bergman and Bill Crager and headquartered in Berwyn, Pennsylvania, it traded on the New York Stock Exchange until a 4.5 billion dollar take private led by Bain Capital closed on 25 November 2024.
Source
Envestnet, Inc. files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from Bain Capital completes acquisition of Envestnet, Envestnet newsroom, 25 November 2024, Envestnet, Wikipedia and Envestnet announces 4.5 billion dollar take private transaction with Bain Capital. The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- BlackRock, Inc.. BlackRock's FY2025 10-K names Envestnet among its minority investments. Envestnet was taken private by Bain Capital in a $4.5bn deal that closed 25 November 2024; BlackRock, Fidelity, Franklin Templeton and State Street Global Advisors are named in Bain Capital's own closing press release as strategic partners holding minority positions in the now-private company. No BlackRock share count, percentage or carrying value is disclosed anywhere; the position sits inside the combined equity method and other-minority-investment balances with no per-investee breakdown. sourcesource 2
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of Envestnet, Inc. where a holder stated one, and are missing where no holder did.