Matthew Ochoa Appointed as VP at Envestnet
Envestnet has named Matthew Ochoa VP, bringing in a sales leader who rose to Head of Sales, US during more than a decade at Morningstar.
The Move
- New role
- VP, Head of Advisory Sales
- Company
- Envestnet
- Previously
- Head of Sales, US, Morningstar
- Announced
- November 6, 2026
By the Numbers: Envestnet
- Years at Morningstar
- 12
- Sales team
- 70
- Employees
- 2,831
- Funding raised
- $1.42 billion
Data: Crustdata, as of November 6, 2026
Envestnet has appointed Matthew Ochoa as VP, adding a sales leader with two decades of experience to its advisory sales effort. Ochoa joins from Morningstar, where they most recently led sales across the US.
A Track Record In Sales
Ochoa has spent more than 15 years in sales, most of them at Morningstar, a company of 11,947 people. Ochoa joined as Regional Director in 2014, advanced to Divisional Sales Manager and then to Head of Sales, US, holding three roles over more than a decade there, according to Crustdata people data.
That climb rested on a solid foundation. Ochoa started at Morningstar Investment Services in 2007 as an Investment Rep/Service Consultant and later became an Internal Sales Consultant. The career itself began in 2006 as an Investment Rep/Broker at Capital Financial Advisors, the same year Ochoa earned a bachelor's degree in Finance and Business Management from Loras College.
Why It Matters For Envestnet
Envestnet describes itself as the Adaptive WealthTech company, providing technology, insights, solutions and industry-leading support to financial advisors. Backed by 25 years of experience and $7.0 trillion in platform assets, it is trusted by over a third of all financial advisors across banks, wealth managers, brokerages and RIAs.
The company is also growing. Crustdata company data shows Envestnet employs 2,831 people, up 1.9% over the past 12 months, while its Business Development team grew 13% in that period to 234. Envestnet has raised $1.42 billion in total and announced its acquisition of Vestmark on September 9, 2026.
What's Next
In the new role, Ochoa will lead advisory sales within a Sales organization of 70 that welcomed 19 joiners over the past 12 months. The appointment follows other senior additions to the team, including a VP, Wealth Technology Sales who started in October 2026 and a Group Director, Divisional Advisory Sales who joined in January 2026. Envestnet has also posted 5 sales listings since August 6, 2026, among them Senior Account Manager roles, a sign of continued investment in the function.
Hiro News tracks leadership moves across go-to-market teams every day. People, company and job data in this story comes from Crustdata.
Questions and Answers
Who is the new VP at Envestnet?
Matthew Ochoa has joined Envestnet as VP, starting in November 2026. Ochoa joins from Morningstar, where they most recently served as Head of Sales, US.
What is Matthew Ochoa's background?
Ochoa brings two decades of experience, including more than a decade at Morningstar, where they rose from Regional Director to lead US sales. Earlier roles include positions at Morningstar Investment Services and Capital Financial Advisors.
What does Envestnet do?
Envestnet describes itself as the Adaptive WealthTech company, providing technology, insights, solutions and industry-leading support to financial advisors. It reports $7.0 trillion in platform assets and is trusted by over a third of all financial advisors.
· people and company records, retrieved November 6, 2026. Source: Crustdata.