Investor Overview

Click here for Annual Meeting and Proxy Information
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 »
04/09/15Envestnet Makes Strategic Investment in AlphaHedge Capital Partners
Innovative SMA Platform Provides Advisors with Transparent, Low-Cost Exposure to Long/Short Equity Strategies CHICAGO, April 9, 2015 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced a strategic investment in AlphaHedge Capital Partners, LLC, which provides access to long/short equity strategies through separately managed accounts (SMAs). Terms of the transaction, which closed on April 1, 2015, were not disclosed. "I often hear in my conversations with advisors that they are c... 
Printer Friendly Version
03/31/15Envestnet Launches Factor-Enhanced Portfolios Delivering Increased Exposure to Key Return Drivers
New Addition to Envestnet | PMC's Quantitative Portfolios Goes "Beyond Beta," Combining Benefits of "Factor" Investing, Customizable Portfolios, Indexing CHICAGO, March 31, 2015 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has launched a new series of Factor-Enhanced Portfolios designed to combine the benefits of index-based investments with active exposure to key factors that strive to improve risk-adjusted returns compared with traditional market capitalization-weighted indexes. ... 
Printer Friendly Version
03/12/15Envestnet | Tamarac™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform
More Than 800 Independent RIA Firms Utilizing the Advisor® Xi Platform, Collectively Managing Over Half a Trillion Dollars in Assets CHICAGO, March 12, 2015 /PRNewswire/ -- Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a series of significant milestones. During the previous 12 months, Tamarac has added approximately 150 RIA firms to its roster of clients, bringing the total to more than 800 firms managi... 
Printer Friendly Version
03/05/15Educating the Next Generation of Wealth Managers
Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers -- Envestnet Institute On Campus program's curriculum is approved by the Money Management Institute, and was developed in partnership with Wheelhouse Analytics. -- Goal is to provide business majors with a broad foundation of industry knowledge so they can decide which areas of wealth management they wish to pursue professionally. -- Resumes of program alumni will be placed in a database... 
Printer Friendly Version
Upcoming EventsMore »
There are currently no events scheduled.

Replication or redistribution of EDGAR Online, Inc. content is expressly prohibited without the prior written consent of EDGAR Online, Inc. EDGAR Online, Inc. shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

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.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.