AI Buyer Insights:

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

List of Envestnet applications

Envestnet
Location
1000 Chesterbrook Blvd, Suite 250,
Berwyn, PA, 19312,
United States
Website
https://www.envestnet.com/
Phone
1 312-827-3940
Artw industry
Professional Services
Employee
3000
Revenue
$1.5B

Since 2010, our global team of researchers has been studying Envestnet customer wins around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that are using Envestnet applications such as Envestnet Tamarac for Portfolio and Investment Management, Envestnet MoneyGuidePro for Portfolio and Investment Performance and Planning, Envestnet Tamarac Reporting for Portfolio and Investment Performance and Planning, Envestnet Tamarac Trading for Trade Order Management System (TOMS), Envestnet Revenue Manager for Revenue Cycle Management and many others from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

The Envestnet customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of Envestnet software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic market data source :

Contact us if you need:
  • Complete and fully verified list of companies using Envestnet applications
  • Breakdown of Envestnet customers by industry (21 verticals)
  • Breakdown of Envestnet customers by geography (city, state, country, region)
  • Breakdown of Envestnet customers by company size (revenue, employees, asset)
  • Breakdown of Envestnet revenue by industry (21 verticals)
  • Breakdown of Envestnet revenue by geography (city, state, country, region)
  • Breakdown of Envestnet revenue by company size (revenue, employees, asset)
  • Breakdown of Envestnet revenue by revenue type (on-prem vs cloud vs AI)
  • Breakdown of Envestnet revenue by channel (direct vs indirect)
  • Breakdown of Envestnet revenue by product
  • Key decision-makers responsible for the Envestnet software purchases
Vendor Application Category Market Records
Envestnet Envestnet Tamarac Portfolio and Investment Management Investment Management 213
Envestnet Envestnet MoneyGuidePro Portfolio and Investment Performance and Planning Investment Management 3
Envestnet Envestnet Tamarac Reporting Portfolio and Investment Performance and Planning Investment Management 3
Envestnet Envestnet Tamarac Trading Trade Order Management System (TOMS) Investment Management 3
Envestnet Envestnet Revenue Manager Revenue Cycle Management ERP Services and Operations 3
Envestnet Envestnet MoneyGuide Wealth Studios Asset and Wealth Management Investment Management 3
Envestnet Envestnet MoneyGuide MyBlocks Portfolio and Investment Performance and Planning Investment Management 3
Envestnet Envestnet Wealth Management Asset and Wealth Management Investment Management 2
Envestnet Envestnet Tamarac CRM CRM and Investor Relationship Management Investment Management 2
Showing 1 to 9 of 9 entries

Buyer Intent: Companies Evaluating Envestnet Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Envestnet enterprise applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Envestnet apps include:

  1. Great Lakes Institute of Management, a India based Education organization with 300 Employees
  2. Thrivent Financial, a United States based Banking and Financial Services company with 10000 Employees
Logo Company Industry Employees Revenue Country Evaluated
Great Lakes Institute of Management Education 300 $20M India 2026-10-10
Thrivent Financial Banking and Financial Services 10000 $11.1B United States 2025-10-30
FAQ - APPS RUN THE WORLD Envestnet Apps

This page summarizes Envestnet applications, market coverage, and verified customer counts across products, industries, and countries.

We currently track 9 Envestnet applications with 235 verified Envestnet customer records in our database.

The most widely adopted products are Envestnet Tamarac, Envestnet MoneyGuidePro, Envestnet Tamarac Reporting, Envestnet Tamarac Trading and Envestnet Revenue Manager, each with significant customer counts.

Envestnet adoption is strongest in markets such as Investment Management and ERP Services and Operations.

The dataset is updated daily and covers historical records since the 1990s, which are revalidated once per year.

Over the last 12 months we recorded 2 active evaluations related to Envestnet, including Great Lakes Institute of Management and Thrivent Financial.

Subscribe to APPS RUN THE WORLD to access the complete Envestnet dataset, including product-level customer lists, firmographics, technographics, and deployments.