Investor Overview

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2017 Annual Meeting
 

Annual Meeting of Shareholders

The Annual Meeting of Envestnet, Inc., which we refer to as Envestnet, will be held on Wednesday, July 13, 2017, at 10:00 a.m. Central time at 35 East Wacker Drive, Suite 260, Chicago, Illinois.

  2016 Annual Report Web Site
  2017 Proxy
  2017 Proxy Supplement

As noted in the above proxy materials, if you wish to vote the shares of Envestnet, Inc. common stock held by you over the Internet prior to the 2015 Annual Meeting of Shareholders, please click on the following link www.voteproxy.com and follow the instructions provided. You will be asked to enter your control number(s) to ensure the security of your vote. Your control number can be found on your proxy card or voting instruction form.


January 2018 Investor Presentation
Corporate Profile
We are a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, our technology platform provides financial advisors with the flexibility to address their clients’ needs. We work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which we refer to as enterprise clients. More »

Recent News

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Date Title  
Toggle Summary Envestnet Completes Acquisition of FolioDynamix
CHICAGO --(BUSINESS WIRE)--Jan. 2, 2018-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp. The acquisition was first announced on September 25, 2017 .
Toggle Summary Envestnet to Present at the 20th Annual ICR Conference
CHICAGO --(BUSINESS WIRE)--Dec. 26, 2017-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will be presenting at 20 th Annual ICR Conference on Tuesday, January 9, 2018 at the JW Marriott Orlando Grande Lakes in Orlando, FL. The presentation will begin at 2:30PM ET .
Toggle Summary Envestnet | Yodlee Incubator Unveils New Class of Fintech Disruptors
Envestnet | Yodlee Incubator announces 2017-2018 cohort with strongest group of fintech innovators yet REDWOOD CITY, Calif. , Dec. 5, 2017 /PRNewswire/ --   Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital
Toggle Summary Envestnet | Tamarac Introduces Integration with RightCapital
CHICAGO , Nov. 30, 2017 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) announced a new integration with RightCapital, Inc. , a leading financial planning software platform for Registered Investment Advisors and independent broker-dealers. RIAs who use RightCapital to help their investor

Upcoming Events

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Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.

Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.

Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.