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JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC.

PRIVATESep 25, 2023

Company

Envestnet Inc.

JOSH WARREN
BerwynFinancial ServicesFinanceSaaSFintechMachine LearningSupply Chain ManagementLogistics

Description

Envestnet, Inc. , a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial Officer

Quick answer

JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC. (September 25, 2023). Envestnet Inc. is based in Berwyn, Pennsylvania, United States.

What did Envestnet Inc. announce on September 25, 2023?
Envestnet, Inc. , a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial Officer
What does Envestnet Inc. do?
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.
Where is Envestnet Inc. based?
Envestnet Inc. is based in Berwyn, Pennsylvania, United States.
Which similar companies made leadership changes around the same time?
BlackLine (September 26, 2023), PitchBook (September 27, 2023), Arta Finance (September 21, 2023) and HKEX (October 3, 2023) also announced leadership changes within 45 days of Envestnet Inc.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Envestnet Inc., and when

A new leader at Envestnet Inc. brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Envestnet Inc.

Location

Berwyn, Pennsylvania, United States

About

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence. By establishing the connections between people's daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial LifeTM. With more than $5.4 trillion in platform assets—more than 107,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information, please visit www.envestnet.com, and follow us on LinkedIn and X (@ENVintel).

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Envestnet Inc. changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.