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 
09/22/16Envestnet | Tamarac Introduces Integration with eMoney Advisor
View a Live Demonstration of Tamarac's New Client Portal at eMoney's Advisor Summit CHICAGO, Sept. 22, 2016 /PRNewswire/ -- Envestnet | Tamarac has announced an integration with eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors. Financial advisors that utilize both Tamarac and eMoney can now view regularly updated account data from Tamarac within the eMoney platform, and import that data into reports and financial plans created in eMo... 
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09/20/16Innovation Partners to Leverage Envestnet | Yodlee's Financial Wellness Solutions
Firm's Advisors & End Clients can Harness Yodlee's Personal Finance Applications to Obtain a Holistic Picture of Wealth, and Make Well-Informed Decisions to Improve Outcomes CHICAGO, Sept. 20, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Innovation Partners, LLC, a diversified financial services and consulting firm, has begun utilizing financial wellness solutions from Envestnet | Yodlee to provide a consistent wealth management experience for clients, and a holistic ... 
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09/07/16Envestnet Institute On Campus Expands Reach & Offering
Program to Train and Position Students for Wealth Management Careers Adds Seven Participating Universities, Growing Number of Schools by Nearly 100%, and Launches Résumé & Internship Hub CHICAGO, Sept. 7, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Wheelhouse Analytics have expanded their Envestnet Institute On Campus (http://www.envestnetinstituteoncampus.com) program with the participation of seven additional universities and new offerings, such as a Résumé and Internship Hub... 
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08/25/16"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities
Integration of Advanced Technology Streamlines Portfolio Selection Boosting Advisor Productivity CHICAGO, Aug. 25, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has integrated the Envestnet | PMC Portfolio Navigator into its Advisor Suite, providing for streamlined access to its consulting and research offering, and enabling customization at the enterprise level.  The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors addre... 
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