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The Venture Codex

Envestnet

1000 Chesterbrook Blvd, Suite 250, Berwyn, PA, 19312, United States

Overview

Technology-enabled investment solutions for financial advisors.

Founded

1999

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series B

Geographic focus

United States

Sector focus

Financial Services
FinTech
Wealth Management

Investment portfolio

1rounds
NAMEDATESIZE
Ellevest
Apr 2022Participated
$53 MSeries B
Ellevest
Apr 2022Participated
$53 MSeries B
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Envestnet: 1 funding rounds are recorded in the selected participation categories.All available history.
Envestnet: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01

Monthly Deal Activity

Envestnet: 1 deals are recorded across 55 months.All available history.
Envestnet: 1 deals are recorded across 55 months. All available history
MonthDeals
Apr '221
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Envestnet: Fintech is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Envestnet: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
Consumer & Lifestyle1

Deal Size Distribution

Envestnet: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Envestnet: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Envestnet: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Envestnet: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Envestnet: 14 co-investors are shown, with Allianz Life Ventures sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Envestnet: 14 co-investors are shown, with Allianz Life Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Allianz Life Ventures1
AME Cloud Ventures1
Astia Angels1
BMO Family Office1
Cleo Capital1
Contour Venture Partners1
Halogen Ventures1
Khosla Ventures1
Morningstar1
PayPal Ventures1
Pivotal Ventures1
Salesforce Ventures1
Stardust Equity1
The Venture Collective1

Investment Strategy

Envestnet: Led accounts for 0% and participating for 100% of round participation.All available history.
Envestnet: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Envestnet: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Envestnet: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Bill Crager

CEO

Brandon Thomas

Co-Founder & Chief Information Officer

Dana D’Auria

Co-Chief Investment Officer

Debra DeVoe

Chief Compliance Officer and Managing Director

Doug Meads

Head of FinTech - Envestnet Data & Analytics

Lincoln Ross

Executive Vice President

Mary Dugan

Chief Marketing Officer

Scott Grinis

Technical Advisor

Tim O'Brien

Group Head, Envestnet Enterprise Security