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2018 Annual Meeting

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February/March 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 »

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Date Title  
Toggle Summary Envestnet & Investment Advisor Honor Asset Manager & Strategist Award Winners
Horizon Investments Named Manager of the Year at Awards Presentation during Envestnet Advisor Summit in New Orleans CHICAGO , May 18, 2018 /PRNewswire/ --  Envestnet, Inc. (NYSE: ENV) and  Investment Advisor  magazine announced the winners of this year's Asset Manager and Strategist of the Year
Toggle Summary Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards
NEW ORLEANS , May 17, 2018 /PRNewswire/ -- As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) today announced the winners of its first-ever Envestnet Institute on Campus (EIOC) Vision Awards and its Essential Advisor Awards at
Toggle Summary Envestnet's Technology Roadmap Focuses on Client Engagement and Enhanced Data Aggregation
CHICAGO , May 17, 2018 /PRNewswire/ -- Envestnet   (NYSE: ENV) today is unveiling several technology enhancements developed with the continued objective of empowering advisors and enterprises to deliver better financial outcomes through better intelligence.
Toggle Summary New Envestnet Insurance Exchange Integrates Insurance Solutions into Wealth Management Practice
CHICAGO , May 16, 2018 /PRNewswire/ -- Envestnet introduced today the Envestnet Insurance Exchange , a program that integrates insurance solutions into the wealth management process on the Envestnet Platform to further streamline and enhance advisors' ability to deliver the lifecycle of advice.

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.

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