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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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06/17/15Envestnet | Tamarac and FactSet Integrate Platforms
Tamarac's Embedded Feed Automatically Uploads Account Data to FactSet, Empowering Advisors to Deliver More Value to Clients in Today's Digital Environment CHICAGO, June 17, 2015 /PRNewswire/ -- Envestnet | Tamarac has implemented an integration with FactSet, a leading provider of financial information and analytics, to deliver a more seamless, holistic reporting experience for advisors and their clients. The integration enables mutual advisor clients to directly acce... 
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05/18/15Envestnet to Attend Spring Conferences
CHICAGO--(BUSINESS WIRE)--May 18, 2015-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following spring investor conferences: On Wednesday, June 3, 2015 the Company will be presenting at the Sandler O’Neill Global Exchange and Brokerage Conference at Le Parker Meridien in New York, NY. The presentation will begin at 11:30 AM ET. On Wednesday, June 10, 2015 the Company will be pr... 
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05/08/1511th Annual SMA Managers of the Year Honored by Envestnet & Investment Advisor Magazine
Cushing Asset Management Named Overall SMA Manager of the Year during 2015 Envestnet Advisor Summit at Hilton Chicago CHICAGO, May 8, 2015 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards yesterday during the 2015 Envestnet Advisor Summit, currently taking place at the Hilton Chicago ( Winning SMA managers from seven ca... 
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05/07/15Securities America Partners With Envestnet | Retirement Solutions
ERS to Provide Securities America's 2,000+ Advisors with a Single Platform to Create and Manage Solutions for Retirement Plan Sponsors CHICAGO, May 7, 2015 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV),  announces that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS's leading retirement advisor workstation. Securities America's advisors will be able to leverage ERS's platform to m... 
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