Envestnet, Inc. (ENV)
NYSE: ENV · Real-Time Price · USD
62.78
+0.07 (0.11%)
Oct 29, 2024, 4:00 PM EDT - Market closed

Company Description

Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally.

It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry.

This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions.

The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences.

It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers.

The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Envestnet, Inc.
Envestnet logo
Country United States
Founded 1999
IPO Date Jul 29, 2010
Industry Software - Application
Sector Technology
Employees 3,100
CEO James Fox

Contact Details

Address:
1000 Chesterbrook Boulevard, Suite 250
Berwyn, Pennsylvania 19312
United States
Phone 312 827 2800
Website envestnet.com

Stock Details

Ticker Symbol ENV
Exchange NYSE
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001337619
CUSIP Number 29404K106
ISIN Number US29404K1060
Employer ID 20-1409613
SIC Code 7389

Key Executives

Name Position
James Lawrence Fox Interim Chief Executive Officer and Chairman
William C. Crager Co-Founder and Strategic Advisor
Joshua B. Warren Chief Financial Officer
Shelly S O'Brien J.D. Chief Legal Officer, General Counsel and Corporate Secretary
Dana Marie D'Auria C.F.A. Co-Chief Investment Officer and Group President of Envestnet Solutions
Grace Wagner Director of Investor Relations
Sharon Rosenthal Chief Human Resources Officer
Matthew J. Majoros Senior Vice President of Financial Reporting
Andrew Stavaridis Chief Relationship Officer and Group Head of Wealth Solutions Distribution
Molly Weiss Group President of Wealth Management Platform

Latest SEC Filings

Date Type Title
Sep 24, 2024 8-K Current Report
Sep 16, 2024 8-K Current Report
Aug 23, 2024 DEFM14A Filing
Aug 12, 2024 PREM14A Filing
Aug 9, 2024 10-Q Quarterly Report
Aug 9, 2024 8-K Current Report
Jul 18, 2024 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Jul 18, 2024 8-K Current Report
Jul 18, 2024 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Jul 12, 2024 SC 13D/A [Amend] General statement of acquisition of beneficial ownership