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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 »
Recent NewsMore »
12/18/14Envestnet, Inc. Announces Exercise of Over-Allotment Option and Issuance of Additional Convertible Notes
CHICAGO--(BUSINESS WIRE)--Dec. 18, 2014-- Envestnet, Inc. (NYSE:ENV) (the “Company”), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announced today that, in connection with the Company’s public offering of 1.75% convertible notes due 2019 (the “Notes”), the underwriters have exercised in full their option to purchase an additional $22.5 million aggregate principal amount of the ... 
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12/17/14Lori Hardwick Promoted to Group President of Envestnet Advisor Services
Envestnet to Streamline Advisor Services to Position Organization for Ongoing Growth CHICAGO, Dec. 17, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Lori Hardwick has been promoted to Group President, Advisor Services. In this newly created position, Ms. Hardwick, who has been with Envestnet since its inception 15 years ago, will have expanded responsibility for all relationship management and sales operations across the firm. This change in organizational structure ... 
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12/15/14Envestnet, Inc. Announces Closing of Convertible Notes Offering
CHICAGO--(BUSINESS WIRE)--Dec. 15, 2014-- Envestnet, Inc. (NYSE:ENV) (the “Company”), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announced today the closing of its offering of $150.0 million aggregate principal amount of 1.75% convertible notes due 2019 (the “Notes”) in an underwritten public offering. The Company also granted to the underwriters of the Notes an option to pur... 
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12/11/14Envestnet's 2015 Market Outlook Webinar asks, "Will the Bull Continue?"
CHICAGO, Dec. 11, 2014 /PRNewswire/ -- Panel discussion, scheduled for January 7, 2015, will feature commentary, insight, and predictions from top investment strategists: Richard Golod, Director of Global Investment Strategies, Invesco Zachary Karabell, Head of Global Strategy, Envestnet (Moderator) Matthew Rubin, Director of Investment Strategy, Neuberger Berman Vadim Zlotnikov, Chief Market Strategist, Co-Head of Multi-Asset Solutions, & CIO for Systematic and Index Strategies, ... 
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