Envestnet Inc. (ENV)
Company Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally.
It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments.
The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that 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.
It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services.
Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

Country | United States |
IPO Date | Jul 29, 2010 |
Industry | Software - Application |
Sector | Technology |
Employees | 3,069 |
CEO | James Lawrence Fox |
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Contact Details
Address: 35 East Wacker Drive Chicago, Illinois United States | |
Website | https://www.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 & Chairman |
Joshua B. Warren | Chief Financial Officer |
Shelly S O'Brien J.D. | Chief Legal Officer, General Counsel & Corporate Secretary |
Andrew Stavaridis | Chief Relationship Officer & Group Head of Wealth Solutions Distribution |
Dana Marie D'Auria C.F.A. | Co-Chief Investment Officer & Group President of Envestnet Solutions |
Grace Wagner | Director of Investor Relations |
Matthew J. Majoros | Senior Vice President of Financial Reporting |
Molly Weiss | Group President of Wealth Management Platform |
Sharon Rosenthal | Chief Human Resources Officer |
William C. Crager | Co-Founder & Strategic Advisor |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Dec 05, 2024 | 15-12G | Filing |
Nov 27, 2024 | SC 13D/A | [Amend] Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | SC 13D/A | [Amend] Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | 4 | Filing |
Nov 25, 2024 | 4 | Filing |