09-03 Envestnet Introduces Report Studio, Expands Custom Model Solutions, And Integrates MoneyGuide Into Tamarac Platform CI
07-10 TAPP Engine, Inc. and Envestnet, Inc. Enhances Digital Wealth Experiences for Credit Unions and Community Banks with Activepassive ETF Model Portfolios CI
07-09 Envestnet, Inc. and Vanguard Group, Inc. Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions CI
06-10 Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts CI
05-20 Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience CI
05-20 Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors CI
05-20 Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform CI
05-20 Envestnet Introduces New Enhancements at Elevate 2026 CI
05-20 Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage At Elevate 2026 CI
05-20 Envestnet Expands Alternative Investment Access and Enhances Platform Flexibility CI
05-20 Envestnet Enhances Wealth Data Platform with New Ai Explainability, Workflow Explainability, and Advisor Decisioning Capabilities At Elevate 2026 CI
05-12 Envestnet, Inc. Promotes David Kamerman as Head of Canadian Business Development CI
04-16 ICapital and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts CI
Manager TitleAgeSince
Chief Executive Officer 56 21/01/2025
Chief Investment Officer 62 -
Director of Finance/CFO 51 01/09/2025
Director TitleAgeSince
Chairman 74 30/03/2020
Director/Board Member 56 -
Director/Board Member 58 -
Change 5-day change 1-year change 3-year change Capi.($)
+0.85%+0.85% - - 3.49B
+3.08%+5.26%-31.80%+27.71% 457B
-1.55%-4.24%-20.68%+40.33% 249B
-2.97%-2.38%-22.71%+18.01% 146B
-1.39%+12.17%-57.48%+307.19% 54.87B
-0.57%-4.41%-34.26%+8.30% 46.32B
-16.68%-19.18%-39.15%+2.69% 20.13B
+0.06%-3.41%-17.64%+58.87% 19.62B
-1.05%-2.52%-26.34%+12.12% 13.87B
-19.93%-21.10%-37.70%+89.57% 13.52B
Average -4.02%-4.28%-31.97%+62.75% 113.42B
Weighted average by Cap. -0.14%+0.99%-29.15%+44.26%
Logo Envestnet, Inc.
Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.
Employees
3,085
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