FAROUK FERCHICHI

Mr. Ferchichi is a CDO 4.0 pioneer with proven success transforming businesses to create new data analytics products, markets, and business models that enhance customer experience, loyalty, and profitability. He currently serves as the Group President, Envestnet Data and Analytics after serving in...

TONY LEAL

Mr. Leal serves as Group President, Envestnet WealthTech, and is focused on overall growth strategy, execution, and operations for WealthTech products across the Envestnet ecosystem. Mr. Leal has been at Envestnet | MoneyGuide since its inception in 1997, and has technical and management...

JOSH MAYER

Mr. Mayer is responsible for supporting the operations, technology, and data infrastructure needs of Envestnet, including overseeing Envestnet’s premier data utility that expands the depth, quality, and value of data across our organization. Prior to being appointed Chief Operating Officer, Mr...

JAMES L. FOX

James L. Fox became Interim CEO on April 1, 2024 and has served as a member of our Board since February 2015 and Chair of the Board since March 2020. Previously, Jim retired as Non-Executive Chairman of FundQuest, a leading provider of managed account programs upon its acquisition by Envestnet in...

ANDREW STAVARIDIS

As Chief Relationship Officer and Group Head of Wealth Solutions and Asset Management Distribution Group, Andrew is responsible for all client relationship management, advisor sales, and practice management. Additionally, he is responsible for distribution of Envestnet’s financial wellness solutions...

JOSH WARREN

Mr. Warren is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including mergers and...

MOLLY WEISS

Molly is a 20-year financial services veteran and drives Envestnet’s Wealth Tech and Solutions end-to-end technology and services ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly’s focus has been on the integration of the firm...

Client stories
Why Envestnet
The intelligently connected financial life is the future of our industry. Envestnet equips financial advisors and their firms with the tools and resources needed to connect their clients’ financial lives and help clients achieve their dreams at every stage of life.
BillFin
Simple and cost-effective cloud-based advisory fee billing software. Envestnet BillFin is the choice platform for the modern RIA and financial advisor.