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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 »
Recent NewsMore »
DateTitle 
11/20/14Envestnet | Retirement Solutions Platform and Fiduciary Outsourcing Services Adopted by Alerus Retirement Solutions
Partnership Makes ERS Advisor Platform and Fiduciary Solutions Available to Retirement Plan Financial Advisors and Sponsors CHICAGO, Nov. 20, 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 entered into a partnership with Alerus Retirement Solutions, a division of Alerus Financial, N.A. ("Alerus") to offer ERS's advisor platform and f... 
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11/18/14One of South Florida's Largest Independent RIAs Harnesses Advisor® Xi Technology to Continue Growth Trajectory
Evensky & Katz / Foldes Financial Wealth Management Adopts Advisor View™ to Create More Interactive Experience for Clients CHICAGO, Nov. 18, 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, announces that Evensky & Katz / Foldes Financial Wealth Management has chosen to utilize Tamarac Advisor View™ to streamline portfolio manag... 
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11/06/14Envestnet Reports Third Quarter 2014 Financial Results
CHICAGO--(BUSINESS WIRE)--Nov. 6, 2014-- Envestnet (NYSE:ENV), a leading provider of unified wealth management technology and services to financial advisors, today reported financial results for its third quarter ended September 30, 2014.           Three Months Ended... 
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11/06/14Direct Trade Processing Established Between Envestnet | Tamarac™ and Schwab OpenView Gateway™
RIAs Can Save Time by Sending Trades Directly to Schwab Advisor Center® from Advisor® Xi with a Single Click CHICAGO, Nov. 6, 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, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway™. Trades can now be sent directly from Tamarac's Advisor® ... 
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