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Envestnet Appoints Jane Graham as Senior Vice President, Client Experience

PRIVATENov 03, 2026
New to company“Before joining Envestnet, Graham spent nine year”

Position

Senior Vice President

Company

Envestnet Inc.

Jane Graham
jane.graham@envestnet.com
BerwynFinancial ServicesFinanceSaaSFintechMachine LearningSupply Chain ManagementLogistics

Description

Envestnet has appointed Jane Graham to the newly created position of Senior Vice President, Client Experience. In this role, she will enhance the client experience and support the company's strategy through a $1 billion investment in its platforms.

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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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