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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 »

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Date Title  
Toggle Summary Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications
Acquiring industry leader in goals-based financial planning tools accelerates Envestnet’s fulfillment of its vision for enabling Financial Wellness Expected to be immediately accretive to adjusted EBITDA and adjusted net income per share CHICAGO --(BUSINESS WIRE)--Mar.
Toggle Summary Envestnet Insurance Exchange Launches Platform With Six Carriers
Advisors gain access to robust selection of annuities on single, integrated platform CHICAGO , Feb. 27, 2019 /PRNewswire/ --   Envestnet Insurance Exchange, a new insurance network that integrates insurance solutions into the wealth management process on the Envestnet platform, now offers access to
Toggle Summary Envestnet Reports Fourth Quarter 2018 Financial Results
CHICAGO --(BUSINESS WIRE)--Feb. 21, 2019-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December 31, 2018 .             Three Months Ended Year Ended Key Financial
Toggle Summary Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies®
Tamarac enables RIAs using PortfolioCenter to dramatically boost their portfolio management and client engagement capabilities CHICAGO --(BUSINESS WIRE)--Feb. 21, 2019-- Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio

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