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.
| 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 |
|---|---|---|
| Nov 25, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Nov 25, 2024 | 25-NSE | Filing |
| Nov 25, 2024 | POS AM | Post-Effective amendments for registration statement |
| Nov 25, 2024 | POS AM | Post-Effective amendments for registration statement |
| Nov 25, 2024 | POS AM | Post-Effective amendments for registration statement |
| Nov 25, 2024 | POS AM | Post-Effective amendments for registration statement |
| Nov 25, 2024 | POS AM | Post-Effective amendments for registration statement |
| Nov 25, 2024 | S-8 POS | Securities to be offered to employees in employee benefit plans, post-effective amendments |
| Nov 25, 2024 | S-8 POS | Securities to be offered to employees in employee benefit plans, post-effective amendments |
| Nov 25, 2024 | S-8 POS | Securities to be offered to employees in employee benefit plans, post-effective amendments |