Envestnet Inc.

63.14
null (null%)
At close: Nov 22, 2024, 9:00 PM

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.

Envestnet Inc.
Envestnet Inc. logo
Country United States
IPO Date Jul 29, 2010
Industry Software - Application
Sector Technology
Employees 3,069
CEO James Lawrence Fox

Advertisement

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