Is Envestnet safe?
Review Envestnet security risks.

The following security profile for Envestnet includes the basics you’ll need for a vendor risk assessment: security certifications, supply chain details, privacy policy, terms of service, GDPR compliance, and more.
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FinanceEnvestnet
Envestnet Organization Details

Category

Finance

Organization Details

What is Envestnet?

Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful financial advice to their clients.

Headquarters

Hosting

Hosting locations

Security Program

Security Certifications

SOC2 Compliance
PCI Compliant
HIPAA Compliant
SOC2 Compliance
SOC 2 Compliant
GDPR Compliant
ISO 27001 Compliant
FedRamp Compliant
CSA Star Level 1
Compliant

Security Page

https://envestnet.com/security

Security Portal

Bug Bounty

Vulnerability Disclosure

Terms of Service

https://envestnet.com/legal

Privacy Policy

https://envestnet.com/privacy

Status Page

Authentication

Authentication / SSO

Supported Okta Features
Login with Google support
Login with Microsoft support
Supports SSO
Two-factor authentication via SMS
Two-factor authentication via E-mail
Two-factor authentication via Hardware
Two-factor authentication via Software
Two-factor authentication via TOTP
Two-factor authentication via U2F

OAuth Details

Envestnet Supply Chain
  • Imperva
  • Amazon Web Services (AWS)
  • Marketo
  • Equisolve
  • Okta
  • PR Newswire
  • Pardot
  • Notified
  • Vercel
  • Refined
  • Seismic
  • Skilljar
  • Mimecast
  • Zendesk
  • Apple Business Manager
  • DocuSign
  • TeamViewer
  • OneTrust
  • Atlassian
  • Google Analytics
  • GlobalSign
  • Google Tag Manager
  • New Relic
Envestnet Subdomains
  • winthorpe-uat.envestnet.com
  • admin.envestnet.com
  • symmetrypartners.envestnet.com
  • maintenance.envestnet.com
  • test.envestnet.com
  • access.envestnet.com
  • epm-qa.envestnet.com
  • autodiscover.envestnet.com
  • ops.envestnet.com
  • proposal-dev.envestnet.com
  • ngt-dev.envestnet.com
  • api.envestnet.com
  • portal.envestnet.com
  • envcloud-uat.envestnet.com
  • tamu.envestnet.com
  • ciam-dev.envestnet.com
  • mds-uat.envestnet.com
  • university.envestnet.com
  • content.businesscenter-s.envestnet.com
  • livesend.envestnet.com
  • mds.envestnet.com
  • smb-qa.envestnet.com
  • helpdesk.envestnet.com
  • winthorpe.envestnet.com
  • advisor-scorecard.envestnet.com
  • scotia.envestnet.com
  • docs.businesscenter-s.envestnet.com
  • go.envestnet.com
  • smb-q.envestnet.com
  • ciam-qa.envestnet.com
  • demo.envestnet.com
  • ci.envestnet.com
  • envcloud.envestnet.com
  • ir.envestnet.com
  • smb.envestnet.com
  • www2.envestnet.com
  • newsroom.envestnet.com
  • reporting.envestnet.com
  • cr-qa.envestnet.com
  • epm-dev.envestnet.com
  • auth.envestnet.com
  • svb.envestnet.com
  • billfin-dev.envestnet.com
  • billfin-qa.envestnet.com
  • ql.envestnet.com
  • upa-test1.envestnet.com
  • advisor.envestnet.com
  • ei-qa.envestnet.com
  • proposal-qa.envestnet.com
  • client.envestnet.com
  • ccm-dev.envestnet.com
  • tdpcw.envestnet.com
  • epm-uat.envestnet.com
  • investor.envestnet.com
  • ifs.envestnet.com
  • client-test1.envestnet.com
  • api.businesscenter-s.envestnet.com
  • prod.envestnet.com
  • cr-dev.envestnet.com
  • upa-dev.envestnet.com
  • businesscenter-s.envestnet.com
  • mf.envestnet.com
  • www.envestnet.com
  • info.envestnet.com
  • ubs.envestnet.com
  • ngt-test1.envestnet.com
  • ngt-uat.envestnet.com
  • ngt-nrqa.envestnet.com
  • upa-qa.envestnet.com
  • proposal.envestnet.com
  • mf-qa.envestnet.com
  • ccm-qa.envestnet.com
  • kestrafinancial.envestnet.com
  • ei-dev.envestnet.com
  • mf-uat.envestnet.com
  • winthorpe-integration.envestnet.com
  • streetscape.envestnet.com
  • ngt-patchqa.envestnet.com
  • connect.envestnet.com
  • ei-uat.envestnet.com
  • upa-uat.envestnet.com
  • ameriprise.envestnet.com

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What is Envestnet’s breach history?
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