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Security report for envestnet.com

Envestnet, Inc. · Finance · United States

Partial score · DNS & email only

75/100

0–100, higher is better. How it is calculated

Envestnet, Inc. is a leading enterprise in the financial technology sector, specializing in wealth management platforms and financial planning solutions. Their website reflects a mature digital presence with comprehensive offerings targeted at financial advisors, RIAs, asset managers, and financial institutions. The company emphasizes delivering financial wellness through an interconnected ecosystem of technology and data-driven services. Technically, the site is built on Drupal 11 with modern analytics and consent management tools, showing good digital maturity and mobile optimization. Security posture is strong with HTTPS enforced and privacy compliance mechanisms in place, though some security headers could be improved. Overall, the site is professional, trustworthy, and well-aligned with industry standards.

Scanned

3 of 7 checks could not complete. The site may be unreachable or blocking automated scans, so the results below cover only what could be checked. Try a rescan later.

NIS2 and GDPR posture

NIS2 outside view
Not assessed
GDPR outside view
Not assessed

Both readouts depend on the site's pages, which could not be loaded in this scan.

Priority findings

1 finding rated critical or high. Fix these first.

  1. SSL/TLS

    TLS encrypts the connection and proves the site is really yours. Weak or expiring certificates trigger browser warnings and put traffic at risk.

    • High

      Weak Protocols Supported

      Server supports weak protocols: TLSv1.1

      What to do: Disable TLS 1.0, TLS 1.1, and all SSL versions

      • CWE-327
      • OWASP A04:2025
      • ASVS V12.1.1

Need hands-on remediation? Email guard@offseq.com

Keep watching envestnet.com

This scan found 9 issues across 4 checks. Monitoring re-runs those checks daily, emails you when something material changes and records each fix, so you can show progress.

Daily monitoring

Recommended

€25per month

  • TLS certificates and expiry
  • DNS records
  • SPF, DKIM and DMARC
  • Security headers
  • GDPR and NIS2 posture
  • Exposed services
  • Third-party trackers
  • Security score drift

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Results by check

Each check with its score, findings and the evidence it collected.

How this score is calculated

The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.

Counted in this score

SSL/TLS
82
Email security
85
DNS health
85
Network security
100
Average
88
After the cap
75

Not counted

  • Security headers: did not complete in this scan.
  • GDPR outside view: did not complete in this scan.
  • NIS2 outside view: Re-weights evidence from the TLS, email, DNS, network and hygiene checks, so counting it would count that evidence twice. Shown on its own.
  • OffSeq Observations: An AI reading of the site, useful context but not reproducible evidence. Shown on its own.

Findings that cap the score at 49

Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.

  • The certificate is not trusted by browsers
  • The website is not served over HTTPS
  • A database, remote desktop, file-sharing or Telnet service is reachable from the internet
  • The page loads a script from a compromised source
  • The domain registration has expired
  • SPF authorises every server to send mail as the domain

Partial scans

When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.

Risk levels

  • Critical0–25
  • High26–49
  • Medium50–75
  • Low76–100

Technical appendix

Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.

Business context

Business profile

Envestnet holds a strong market position as a provider of integrated wealth management and financial planning technology. Their business model focuses on B2B SaaS solutions serving financial professionals and institutions. The company leverages partnerships and subsidiaries to expand its service portfolio, including platforms like Tamarac, MoneyGuide, and BillFin. The website content and structure indicate a focus on scalability, client engagement, and innovation, supported by a robust ecosystem of services. Growth indicators include recent executive appointments and strategic divestitures, signaling active corporate management and market adaptation.

Security posture

The website demonstrates a solid security foundation with HTTPS and cookie consent mechanisms implemented via TrustArc. While explicit security headers like Content-Security-Policy and X-Frame-Options are not visibly declared in the HTML, the overall security posture is good. No vulnerabilities or exposed sensitive data were detected in the content. However, the absence of a security.txt file and incident response contact details suggests room for improvement in transparency and vulnerability management. Compliance with GDPR is indicated through privacy and cookie policies. The security culture appears mature but could benefit from enhanced disclosure and header implementation.

Recommendations

  1. Implement and enforce Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options headers to strengthen security.
  2. Publish a security.txt file to facilitate vulnerability disclosure and improve transparency.
  3. Provide clear incident response contact information, such as security@ or abuse@ email addresses.
  4. Regularly audit third-party scripts and libraries to ensure no vulnerabilities are introduced.
  5. Enhance user trust by adding visible certifications or compliance badges on the website.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Envestnet, Inc.
Description
Envestnet provides a connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term financial goals. They equip financial advisors with tools and resources to deliver impactful financial advice.
Key services
Wealth Management Platform, Financial Planning, Wealth Solutions, Data Solutions, Trading, Proposal/Risk Tools, Prospecting, Estate & Legacy Planning, Direct Indexing, Tax Management
Content quality
excellent
Branding
consistent

Technology

Stack
Drupal 11, JavaScript, jQuery, FontAwesome, Google Tag Manager, Visual Website Optimizer (VWO), TrustArc Consent Management
Frameworks
Drupal
Performance
moderate
Mobile
good
Accessibility
good
SEO
good

Security

Observed score
85/100
Good practices seen
  • HTTPS enforced
  • Cookie consent mechanism implemented
  • Use of TrustArc for privacy compliance
  • No exposed sensitive data in HTML

Analytics and tracking

Services
Google Tag Manager, Visual Website Optimizer
Tracking level
moderate
Privacy practices
good

Advertising

Tracking pixels
Visual Website Optimizer (VWO), TrustArc
Marketing tools
Visual Website Optimizer, TrustArc Consent Management
Transparency
good

Site quality

Design
excellent
User experience
excellent
Content relevance
excellent
Navigation
excellent
Professionalism
excellent
Trustworthiness
high

Key observations

  1. Website is fully accessible with no blocking mechanisms.
  2. Strong focus on financial technology and wealth management solutions.
  3. Comprehensive privacy and cookie policies with consent management.
  4. No direct contact emails or phone numbers found on the homepage; likely available on contact page.
  5. Use of modern web technologies and analytics tools.
  6. Social media presence on LinkedIn, Twitter, and Facebook.
  7. No explicit terms of service page detected in the provided content.
  8. Security policies and trust center links prominently provided.
  9. No security.txt or vulnerability disclosure page detected.
Technical notes

Notes

The website is powered by Drupal 11, indicating a modern and supported CMS platform. It uses JavaScript libraries including jQuery and FontAwesome for UI elements, and integrates Google Tag Manager and Visual Website Optimizer for analytics and A/B testing. Consent management is handled by TrustArc, reflecting attention to privacy compliance. The site is mobile optimized and accessible, with good SEO practices evident in meta tags and structured navigation. Performance is moderate, with potential improvements in loading speed by optimizing scripts and assets. Hosting details are not explicit, but no blocking or WAF interference was detected. Overall, the technical infrastructure supports a professional and scalable web presence.
Standards and sources

Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.

Retrieved 2026-10-25

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