Investor Overview

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Envestnet, Inc. at the Goldman Sachs Sixth Annual Financial Technology Conference  (Live)
09/08/16 at 3:20 p.m. ET
Envestnet, Inc. at the Goldman Sachs Sixth Annual Financial Technology Conference
Thursday, September 8, 2016 3:20 p.m. ET  
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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 
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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08/25/16Envestnet to Attend September Conferences
CHICAGO--(BUSINESS WIRE)--Aug. 25, 2016-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following investor conferences: On Wednesday, September 7, 2016 the Company will be participating at the Avondale Partners 1-1 Technology/Services Conference at the New York Athletic Club in New York, NY. On Thursday, September 8, 2016 the Company will be participating at the 9th Ann... 
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08/10/16Envestnet | Retirement Solutions & HealthSavings Administrators Form Strategic Partnership to Manage Health Savings Accounts
Partnership Combines the Investment Advice of ERS Managed Account Program with the Flexibility of HSAs on the Investment Provider Xchange™(IPX) CHICAGO, Aug. 10, 2016 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has commenced a strategic partnership with HealthSavings Administrators, LLC to provide both retirement and wealth advisors with the opportunity to demonstrate the unique triple-tax advantages of Health Savings A... 
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08/09/16Envestnet | Yodlee Augments Financial Transaction Data Through a Streamlined DaaS Model
Powerful machine learning provides clear and contextualized transactions to improve the customer experience REDWOOD CITY, Calif., Aug. 9, 2016 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced the newest advancement to the Envestnet | Yodlee Financial Data Platform, Transaction Data Enrichment which provides consumers with greater clarity into their fin... 
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Upcoming EventsMore »
DateTitle
09/08/16 3:20 p.m. ET
Envestnet, Inc. at the Goldman Sachs Sixth Annual Financial Technology Conference

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