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 www.voteproxy.com 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 »
DateTitle 
12/05/16Envestnet | Yodlee Launchpad Unveils New Incubator Class of Fintech Disruptors
Envestnet | Yodlee Incubator program announces 2016-2017 cohort with broadest range of fintech innovators yet REDWOOD CITY, Calif., Dec. 5, 2016 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced the members of the newest Envestnet | Yodlee Incubator class. An award winning program, the Envestnet | Yodlee Incubator connects the next generation of fintech disr... 
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11/17/16Combined Envestnet and Yodlee Data Offering Supports Morgan Stanley Wealth Management
Morgan Stanley to integrate combined Envestnet and Yodlee data aggregation, digital applications and data reconciliation solutions into core wealth management services REDWOOD CITY, Calif., Nov. 17, 2016 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV) and its parent company Envestnet, today announced a partnership for the combined organization, providing data aggregation, digital applications and data reconciliation solutions to Morgan Stanley, one of the largest, most established wealth manag... 
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11/15/16CUNA Mutual Retirement Solutions Partners with Envestnet | Retirement Solutions to Offer Fiduciary Outsourcing Services
Partnership Makes New Fiduciary Solutions Available to Retirement Advisors and Sponsors MADISON, Wis. and CHICAGO, Nov. 15, 2016 /PRNewswire/ -- CUNA Mutual Retirement Solutions announces it is partnering with Envestnet | Retirement Solutions ("ERS") to help financial advisors and plan sponsors meet their fiduciary obligations. The relationship is another example of CUNA Mutual Retirement Solutions' long-term commitment to helping advisors be more successful in their practices and better... 
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11/07/16Envestnet Reports Third Quarter 2016 Financial Results
CHICAGO--(BUSINESS WIRE)--Nov. 7, 2016-- Envestnet (NYSE:ENV), a leading provider of unified wealth management technology and services to enterprises and financial advisors, today reported financial results for its third quarter ended September 30, 2016.     Three Months Ended     ... 
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