Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced that John Hofmann will join its executive leadership team as Chief Financial Officer (CFO), effective September 1, 2025. In this role, Hofmann will oversee the Company’s finance, M&A and transformation organizations. Hofmann brings extensive software industry and financial leadership experience and will report to CEO, Chris Todd. He will succeed Josh Warren, who has served as CFO since 2023.
“With approximately $7 trillion in assets, and best-in-class technology used by one-third of U.S. wealth advisors, Envestnet is well positioned to extend its leadership position in the industry,” said Chris Todd, CEO of Envestnet. “John has a proven ability for turning opportunity into growth and building operational strength as organizations scale. His experiences and leadership will be instrumental as we embark on Envestnet’s next stage of growth.”
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Hofmann brings more than 25 years of proven financial, operational, and M&A experience across SaaS, enterprise software, healthcare technology, data analytics, and fintech/payments. Hofmann has served as CFO for multiple private-equity-backed companies, most recently at athenahealth, a leading healthcare software company, where he led the finance organization and oversaw several major operational transformation initiatives. Previously, he served as CFO of Omnitracs and CFO of Infogroup (now Data Axle). He also has extensive technology investment management experience at private equity firms Silver Lake Sumeru and GTCR. He began his career in management consulting at McKinsey & Company.
“I am honored to join Chris and the entire Envestnet team during this exciting period of growth and transformation for the Company,” said Hofmann. “Envestnet has established itself as a leading player in the wealth management technology industry. I look forward to working closely with Envestnet’s team, customers and partners to build on this legacy of delivering innovative software and solutions to wealth advisors and their clients.”
“On behalf of everyone at Envestnet, I want to thank Josh for his outstanding leadership and dedication,” continued Todd. “Since joining in 2023, Josh has strengthened our financial discipline, guided us through a significant period of transition—including the Bain Capital take-private transaction—and led a successful debt repricing. His contributions have been invaluable, and he leaves us well-positioned for the future.”
Hofmann received a Bachelor of Arts from the University of Pennsylvania and a Master of Business Administration from Harvard Business School.
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