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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 
09/16/14Envestnet | 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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09/10/14Envestnet | Tamarac™ Solutions Empower CliftonLarsonAllen Wealth Advisors To Streamline And Broaden Service Offerings
CLA Wealth Advisors Selects Tamarac's Advisor Xi® Suite as its Complete Portfolio and Client Management Platform CHICAGO, Sept. 10, 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, announces that CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) has selected Tamarac's unified technology platform to expand clien... 
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09/10/14Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth
Cutting-Edge Advisor Xi® Advisory Practice Management Platform Streamlines Operations CHICAGO, Sept. 10, 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, announces that Beacon Pointe Advisors, one of the largest independent registered investment advisors (RIAs) in the nation, has chosen Tamarac's Advisor Xi® product suite ... 
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09/03/14Envestnet to Attend the UBS FinTech Conference
CHICAGO--(BUSINESS WIRE)--Sep. 3, 2014-- Envestnet, Inc. (NYSE:ENV) today announced that the Company will be hosting one-on-one and group meetings at the UBS FinTech Conference on Thursday, September 18th in New York, NY. Analysts and portfolio managers that wish to attend the conference or would like to request a meeting should contact UBS. About Envestnet Envestnet, Inc. (NYSE:ENV) is a leading provider of unified wealth m... 
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Upcoming EventsMore »
DateTitle
09/18/14
Envestnet, Inc. at the UBS FinTech Conference
LocationNew York, NY

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