Investor Overview

2017 Annual Meeting

Annual Meeting of Shareholders

The Annual Meeting of Envestnet, Inc., which we refer to as Envestnet, will be held on Wednesday, July 13, 2017, at 10:00 a.m. Central time at 35 East Wacker Drive, Suite 260, Chicago, Illinois.

2016 Annual Report Web Site
2017 Proxy
2017 Proxy Supplement

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 2017

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 
08/22/17Envestnet | Tamarac is on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace
Independent financial advisors using Tamarac benefit from the integration of its powerful portfolio and client management platform to deliver a comprehensive and scalable solution CHICAGO, Aug. 22, 2017 /PRNewswire/ -- Envestnet | Tamarac today announced it has launched the Tamarac app on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. Tamarac will now easily integrate client, household and account data from its... 
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08/15/17Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional's Veo One® Platform with Contextual Single Sign-On Capability
CHICAGO, Aug. 15, 2017 /PRNewswire/ -- Envestnet | Tamarac (http://www.tamaracinc.com) has added single sign-on capability to its existing integration with TD Ameritrade Institutional's Veo One® custody platform. Independent advisors can now gain immediate access to client data and reports in Tamarac's award-winning Advisor View™ portfolio management application, using contextual links in Veo One to quickly access client account information in Tamarac and provide a more seamless portfolio manage... 
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08/10/17Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet | Tamarac Advisor View™ Portfolio Management Application
Powerful Technology Empowers SBSB Advisors to Focus on Client Service CHICAGO, Aug. 10, 2017 /PRNewswire/ -- Sullivan, Bruyette, Speros & Blayney (SBSB), an SEC-registered investment advisor located in McLean, Virginia, recently announced its selection of Envestnet | Tamarac's Advisor View™ as the firm's new portfolio management and reporting solution. Implementing Advisor View will help SBSB advisors manage their client portfolios more efficiently and demonstrate a higher level of serv... 
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08/08/17Envestnet Reports Second Quarter 2017 Financial Results
CHICAGO--(BUSINESS WIRE)--Aug. 8, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its second quarter ended June 30, 2017.     Three Months Ended     ... 
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