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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 »
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DateTitle 
10/22/1410 Tips for Successfully Implementing New Technology Solutions for RIAs
Envestnet | Tamarac™ Study Provides Important Guidelines for Choosing and Setting Up New Practice Management Software CHICAGO, Oct. 22, 2014 /PRNewswire/ -- Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an original study for Registered Investment Advisors (RIAs) to use as a resource before, during and after the implementation o... 
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10/20/14Demand for Managed Accounts Rises as Fidelity and Envestnet Reach $100 Billion on Platform
Managed Accounts Increasingly Important for Advisors To Help Achieve Efficient and Scalable Growth BOSTON and CHICAGO, October 20, 2014 – Fidelity Institutional and Envestnet, Inc. (NYSE: ENV), today announced that they reached $100 billion in managed account assets on Fidelity Institutional’s platform.[i] The pace of growth for the platform is more than twice the industry rate.[ii] Fidelity Institutional is the division of Fidelity Investments® that provides clearing, custody and investment... 
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10/01/14Envestnet Completes Acquisition of Placemark Investments
Acquisition Puts Envestnet Among Top 5 Providers of UMA Programs CHICAGO--(BUSINESS WIRE)--Oct. 1, 2014-- Envestnet, Inc. (NYSE:ENV), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announced today that it has completed the acquisition of Placemark Holdings, Inc., a leading developer of Unified Managed Accounts (UMA) programs for banks, full-service broker-dealers and RIA ... 
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09/16/14Envestnet | Retirement Solutions Fiduciary Outsourcing Services Adopted by CDM Retirement Consultants
CHICAGO, Sept. 16, 2014 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has now made its fiduciary services solution available to CDM Retirement Consultants, Incorporated ("CDM").Based in Towson, Maryland, CDM is a leading provider of open architecture retirement plan solutions designed to meet the needs of plan sponsors and their participants. The... 
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