Envestnet
Provider of technology-enabled investment and practice management solutions to financial advisors.
|
Amount:
|
$11,400,000 |
|
Type:
|
Investment |
|
Date:
|
April 30, 2000 |
|
Investors:
|
Apex Venture; Edgewater Private Equity; Talon Asset Management |
|
Amount:
|
$17,500,000 |
|
Date:
|
July 31, 2001 |
|
Investors:
|
Apex Venture;Edgewater Private Equity;Keystone Venture Capital;Orca Bay Partners;Talon Asset Managemen |
|
Amount:
|
$7,000,000 |
|
Date:
|
December 31, 2002 |
|
Investors:
|
Apex Venture;Edgewater Private Equity:DST Systems;WestAM |
|
Amount:
|
$3,000,000 |
|
Date:
|
December 31, 2003 |
|
Investors:
|
Apex Venture;Edgewater Private Equity;Orca Bay Partners |
|
Amount:
|
$7,000,000 |
|
Date:
|
February 28, 2005 |
|
Investors:
|
GRP Partners;Orca Bay Partners;WestAM |
|
Amount:
|
$5,000,000 |
|
Date:
|
June 30, 2007 |
|
Investors:
|
GRP Partners |
|
Amount:
|
$9,000,000 |
|
Date:
|
August 31, 2008 |
|
Investors:
|
Apex Venture;Edgewater Private Equity:Foundation Capital;GRP Partners |
|
Type:
|
IPO |
|
Date:
|
July 29, 2010 |
|
Amount:
|
$63,000,000 |
|
Post Valuation Amount:
|
$335,690,000 |
