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

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