Envestnet Inc

ENV

Company Profile

  • Business description

    Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.

  • Contact

    1000 Chesterbrook Boulevard
    Suite 250
    Berwyn
    PennsylvaniaIL19312
    USA

    T: +1 312 827-2800

    E: [email protected]

    https://www.envestnet.com

  • Sector

    Technology

    Stock type

    Sensitive

  • Industry

    Software - Application

    Fiscal Year End

    31 December 2024

    Employees

    3,100

Envestnet Inc News & Analysis

stocks

5 US stocks tipped to succeed

One of the US's most anticipated IPOs of 2019, Beyond Meat, recently joined fintech Envestnet, pipeline company Equitrans and a few others in Morningstar's equity research stable.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,515.203.70-0.04%
CAC 407,226.98199.90-2.69%
DAX 4019,033.64414.96-2.13%
Dow JONES (US)43,910.98382.15-0.86%
FTSE 1008,025.7799.42-1.22%
HKSE19,846.88580.05-2.84%
NASDAQ19,281.4017.36-0.09%
Nikkei 22539,376.09157.23-0.40%
NZX 50 Index12,684.5664.80-0.51%
S&P 5005,983.9917.36-0.29%
S&P/ASX 2008,255.6010.60-0.13%
SSE Composite Index3,421.9748.10-1.39%

Market Movers