Investor Overview

2016 Annual Meeting

Annual Meeting of Shareholders

The Annual Meeting of Envestnet, Inc., which we refer to as Envestnet, will be held on Wednesday, May 11, 2016, at 10:00 a.m. Central time at 35 East Wacker Drive, Suite 260, Chicago, Illinois.

Download Documentation 2015 Form 10-K and Annual Report
Download Documentation 2016 Proxy

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 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.

Investor Presentation 2016

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 NewsMore »
10/21/16New Research Demonstrates Majority of Consumers Are Comfortable Sharing Transaction Data to Improve Financial Outcomes
Consumers have embraced the sharing of transaction data to gain access to apps and services that help them save money or make better financial decisions REDWOOD CITY, Calif., Oct. 21, 2016 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today released findings from a new quantitative research study showing that consumers have become comfortable securely sharing transactio... 
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10/20/16Envestnet | Tamarac Offers Goals-Based Reporting in Advisor View™ & Client Portal
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10/18/16Envestnet Strengthens Integration with National Advisors, Delivering Unified Wealth Management Platform to Banks & RIAs
RIAs Given Easier Access to National Advisors for Trustee Services, while Community Banks can Harness Envestnet Offerings to Obtain Greater Scale & Efficiency for Wealth Management Businesses CHICAGO, Oct. 18, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has deepened its integration and relationship with National Advisors' family of companies—including National Advisors Trust Company, FSB; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and Natio... 
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10/14/16Envestnet Wins Four Industry Awards
Firm Recognized for Empowering Financial Advisor Success in Four Areas: TAMPs, Impact Investing, Rebalancing, & 401(k) Retirement Plan Support Services CHICAGO, Oct. 14, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has received four 2016 Industry Awards, which recognize companies and organizations that support financial advisor success. James Lumberg, Co-Founder and Executive Vice President of Envestnet, led the team of Envestnet executives who accepted these aw... 
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