Envestnet Appoints Jane Graham as Senior Vice President, Client Experience
Position
Senior Vice President
Company
Envestnet Inc.
BerwynFinancial ServicesFinanceSaaSFintechMachine LearningSupply Chain ManagementLogisticsDescription
Envestnet has appointed Jane Graham to the newly created position of Senior Vice President, Client Experience. In this role, she will enhance the client experience and support the company's strategy through a $1 billion investment in its platforms.
Quick answer
Envestnet Appoints Jane Graham as Senior Vice President, Client Experience (November 3, 2026). Envestnet Inc. is based in Berwyn, Pennsylvania, United States.
- Who is the new Senior Vice President at Envestnet Inc?
- Envestnet Inc. named Jane Graham Senior Vice President, announced November 3, 2026.
- What did Envestnet Inc. announce on November 3, 2026?
- Envestnet has appointed Jane Graham to the newly created position of Senior Vice President, Client Experience. In this role, she will enhance the client experience and support the company's strategy through a $1 billion investment in its platforms.
- What does Envestnet Inc. do?
- Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.
- Where is Envestnet Inc. based?
- Envestnet Inc. is based in Berwyn, Pennsylvania, United States.
- Which similar companies made leadership changes around the same time?
- Wix (November 10, 2026), FF EAI Robotics Ecosystem Inc. (October 26, 2026), Yiren Digital Ltd (October 13, 2026) and Engine by Starling (October 8, 2026) also announced leadership changes within 45 days of Envestnet Inc.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Wix Appoints Nir Zohar and Avishai Abrahami as Co-CEOs (November 10, 2026)
- Yueting Jia Appointed as CEO of FF EAI Robotics Ecosystem Inc. (October 26, 2026)
- Yiren Digital Names Na Mei as Acting Chief Executive Officer (October 13, 2026)
- Engine by Starling Appoints Dr. Jörg Howein as Chief Product Officer (October 8, 2026)
- Mastercard Appoints Ling Hai as Chief Financial Officer (September 28, 2026)
- Momnt Appoints Timothy Bado as Chief Compliance Officer (November 3, 2026)
Who to call at Envestnet Inc., and when
A new leader at Envestnet Inc. brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Envestnet Inc. raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Envestnet Inc., from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Envestnet Inc.. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Envestnet Inc. changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Envestnet Inc. changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.