Envestnet
1000 Chesterbrook Blvd, Suite 250,
Berwyn, 19312, PA,
United States
Berwyn, 19312, PA,
United States
1 312-827-3940
Professional Services
Envestnet Technographics
Envestnet Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Envestnet and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 Envestnet employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Envestnet has purchased the following applications: SAP Concur Invoice for AP Automation in 2016, Jobvite for Recruiting, Applicant Tracking System in 2019, SAP Concur Travel for Travel Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Envestnet is running and its propensity to invest more and deepen its relationship with SAP , Oracle , Avalara or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Envestnet revenues, which have grown to $1.45 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Envestnet intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Envestnet Tech Stack and Enterprise Applications
Envestnet ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Invoice | AP Automation | ERP | n/a | 2016 | 2017 |
In 2016 Envestnet implemented SAP Concur Invoice as its AP Automation application to centralize vendor invoice processing and automate invoice to pay workflows across finance. The implementation targeted accounts payable operations and positioned SAP Concur Invoice alongside Concur Travel and Expense and Purchase Order workflows under a single owner within finance, with the finance business owner responsible for Concur Invoice governance and ongoing stewardship.
Configuration emphasized standard AP Automation capabilities, including automated invoice capture and data extraction, approval routing, purchase order matching and exception handling to support procurement to pay and expense reconciliation processes. SAP Concur Invoice was managed as part of a broader finance systems portfolio, integrating operationally with the companys ERP and finance stack where relevant and operating in concert with Concur Travel and Expense and Purchase Order processing.
Operational governance was led by finance and included cross functional liaison work between sales, operations and finance to translate business needs into requirements, and collaboration with third party developers to address ERP system issues. The Concur Invoice rollout was aligned with existing audit and control activities, supporting annual financial statement audit preparation and internal Sox compliance processes, while reconciliation and task automation remained coordinated with Blackline and ERP upgrade initiatives such as Great Plains and Workday implementations.
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ERP Financial | ERP |
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2019 | 2020 |
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Expense Management | ERP |
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2016 | 2017 |
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Tax Management | ERP |
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2021 | 2021 |
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Envestnet HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jobvite | Workday Recruiting | Jobvite | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019 Envestnet implemented Jobvite as its primary recruiting and applicant tracking platform. Jobvite is deployed on Envestnet's public careers site and serves as the company's Recruiting,Applicant Tracking System to manage candidate intake and employer-facing job posting workflows for talent acquisition and HR teams.
The Jobvite implementation was configured to centralize requisition publication, candidate application capture, and stage-based applicant tracking across the hiring lifecycle. Standard applicant tracking capabilities were applied, including job posting and career site integration, candidate profile management, interview workflow orchestration, and offer tracking, with Jobvite providing the front-end career site experience.
This deployment replaced Workday Recruiting as the recruiting system of record, and operational governance shifted to corporate talent acquisition, recruiting coordinators, and hiring managers who use Jobvite for requisition approvals and candidate communications. The implementation focuses on career site integration and internal recruiting workflow standardization, with Jobvite acting as the central Recruiting,Applicant Tracking System for Envestnet's hiring processes.
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Envestnet ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2016 | 2017 |
In 2016, Envestnet implemented SAP Concur Travel for Travel Management. The deployment established SAP Concur Travel as the centralized travel booking and expense orchestration layer supporting corporate travel policy enforcement and standardized spend capture across finance and procurement workflows.
Functional configuration emphasized Concur Travel and Expense capabilities, with Concur Invoice and purchase order touchpoints under Envestnet business ownership. Implemented modules included travel booking and itinerary management, corporate policy controls, automated expense reporting, and invoice capture, with workflow automation for approvals and expense reconciliation.
Integrations tied SAP Concur Travel to Envestnet financial systems and reconciliations, including explicit use of BlackLine for reconciliation and audit support, and coordination with ERP teams for accounts payable and invoice flows. The program ran in parallel with Workday implementation activities and project work on Great Plains upgrades, requiring collaboration with third party developers to resolve ERP system issues and ensure end to end transactional integrity.
Governance placed senior business analysts and project managers as business owners for Concur Invoice, Travel and Expense, and purchase orders, acting as liaison between sales, operations, and finance to translate requirements and standardize approval and audit workflows. The implementation supported internal and external audit preparedness through maintained audit trails and reconciliations used for SOX and external financial statement audit processes.
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Envestnet Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Envestnet Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Envestnet CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2014 | 2014 |
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Customer Support | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Envestnet EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2021 | 2022 |
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Financial Consolidation and Close | EPM |
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2016 | 2016 |
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Envestnet ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2017 | 2017 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Envestnet Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2025 | 2025 |
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Envestnet TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2022 | 2023 |
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Envestnet PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2020 | 2020 |
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Test Automation Platform | PaaS |
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2020 | 2020 |
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Test Automation Platform | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Envestnet IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Envestnet CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Envestnet
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Envestnet Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Envestnet IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Envestnet digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Envestnet Technographics
Envestnet is a Professional Services organization based in United States,
with around 3000 employees and annual revenues of $1.45 billion.
Envestnet operates a diverse technology stack with applications such as
SAP Concur Invoice, Jobvite and SAP Concur Travel,
covering areas like AP Automation, Recruiting, Applicant Tracking System and Travel Management.
Envestnet has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and Jobvite.
Envestnet recently adopted applications including
BlackRock Model Portfolio in 2025, GTreasury in 2022 and Avalara AvaTax in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Envestnet’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Envestnet’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Envestnet technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.