Envestnet Inc
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
USAT: +1 312 827-2800
Sector
Technology
Stock type
Sensitive
Industry
Software - Application
Fiscal Year End
31 December 2024
Employees
3,100
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