About Redi2 Technologies
Redi2 Technologies is a Technology company based in Boston (United States) founded in 2002, and was acquired by Envestnet in July 2022. SaaS-based revenue management and billing software is offered. The company has 64 employees. Redi2 Technologies offers products and services including Revenue Manager, BillFin, Wealth Billing, and Payments. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Quote to Cash. Its legal entity is REDI2 TECHNOLOGIES INC. Its competitors include Model N, HighRadius and Apttus; 3 of its 3 listed competitors have raised funding.
Company details
Redi2 Technologies was founded in 2002 and is headquartered in Boston, United States. SaaS solutions for revenue management and billing are provided by the company, with features including workflow and exception management, asset aggregation, tax rule management, and auditing. A receivable management product is also offered, encompassing automated cash management and aged receivable tracking. Operations focus on the financial software sector, supporting business revenue processes.
Products & Services of Redi2 Technologies
Redi2 Technologies offers a comprehensive portfolio of products and services, including Revenue Manager, BillFin, Wealth Billing, and Payments.
Enables data-driven revenue management for financial firms.
Offers simple billing for RIAs and financial advisors.
Provides scalable billing for client accounts and fees.
Facilitates secure invoicing and fee processing options.
Investors in Redi2 Technologies
Redi2 Technologies has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Envestnet.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States |
Investor details for Redi2 Technologies
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Redi2 Technologies
579 people are tracked at Redi2 Technologies (242 in leadership, 337 in team); the tracked headcount is 64.
| Name | Role | Group |
|---|---|---|
Don Frerichs | Sr. VP Investment Management | Leadership |
Tyler Vonhummel | HNW Programs Director | Leadership |
Heather Davidson | Head Of HR Technology & Analytics | Leadership |
Rachel Rose | Marketing Director, Demand Generation | Leadership |
Denise V. | Cleint Service Director | Leadership |
Shelly O’Brien | Chief Legal Officer, General Counsel, and Corporate Secretary | Leadership |
Philip Gray | Director, Key Accounts | Leadership |
Arvind Prashad | Director Of Application Engineering Support | Leadership |
Sandeep Sisodia | Head Of Ump-trading Engineering | Leadership |
Bob Riggs | Regional Director, Advisor Sales & Wealth Consulting At Envestnet, Inc | Leadership |
Donna N Peeples | Chief Relationship Officer | Leadership |
Stephanie Bream | Head Of Trading Services | Leadership |
Josh Warren | Chief Financial Officer | Leadership |
Brooks Friederich | Principal Director, Investment Solutions Strategy | Leadership |
Anand Jayaram | Vice President | Leadership |
Avinash Ramadas | Director US Head - Envestnet Retirement Tech Services | Leadership |
Praveen Manikantan | Head Of Business System Analysis Group | Leadership |
Manish Shrestha | Senior Director, Solutions Architecture | Leadership |
Eric Jones | Senior Vice President, Corporate Communications | Leadership |
David Hawal | Principal Director, Investment Research - Equity & Fixed Income | Leadership |
559 more people are available in the full profile.
Complete people profiles for Redi2 Technologies
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Redi2 Technologies
2 dated milestones of Redi2 Technologies across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Redi2 Technologies is founded.
- Exit Acquired by Envestnet.
Competitors of Redi2 Technologies
Redi2 Technologies has 3 listed competitors in our database, 3 of them funded. They include Model N, HighRadius and Apttus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| modeln.com | 1999 | San Mateo, United States | $37M | 544 | Cloud-based revenue management solution for life sciences and hi-tech companies | |
| highradius.com | 2006 | Houston, United States | $484M | Autonomous finance and payment solutions are provided to businesses. | ||
| apttus.com | 2006 | San Mateo, United States | $474.25M | 680 | Quote-to-cash solutions for businesses |
Detailed competitors of Redi2 Technologies
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as Redi2 Technologies (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Redi2 Technologies
Complete news archive for Redi2 Technologies
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Redi2 Technologies
Redi2 Technologies was founded in 2002.
Redi2 Technologies is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Redi2 Technologies has 64 employees.
Redi2 Technologies was founded in 2002 and is headquartered in Boston, United States. SaaS solutions for revenue management and billing are provided by the company, with features including workflow and exception management, asset aggregation, tax rule management, and auditing. A receivable management product is also offered, encompassing automated cash management and aged receivable tracking. Operations focus on the financial software sector, supporting business revenue processes.
Redi2 Technologies's top competitors include Model N, HighRadius and Apttus.
Redi2 Technologies offers Revenue Manager, BillFin, Wealth Billing, and Payments.
Redi2 Technologies has 1 investor. Key investors include Envestnet.
Redi2 Technologies operates through Redi2 Technologies Inc..
Yes. Redi2 Technologies was acquired by Envestnet in July 2022.

