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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 
03/12/15Envestnet | Tamarac™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform
More Than 800 Independent RIA Firms Utilizing the Advisor® Xi Platform, Collectively Managing Over Half a Trillion Dollars in Assets CHICAGO, March 12, 2015 /PRNewswire/ -- Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a series of significant milestones. During the previous 12 months, Tamarac has added approximately 150 RIA firms to its roster of clients, bringing the total to more than 800 firms managi... 
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03/05/15Educating the Next Generation of Wealth Managers
Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers -- Envestnet Institute On Campus program's curriculum is approved by the Money Management Institute, and was developed in partnership with Wheelhouse Analytics. -- Goal is to provide business majors with a broad foundation of industry knowledge so they can decide which areas of wealth management they wish to pursue professionally. -- Resumes of program alumni will be placed in a database... 
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02/26/15Envestnet Acquires Upside
Envestnet Continues Mission to Increase the Relevance of the Financial Advisor with Upside Acquisition CHICAGO, Feb. 26, 2015 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors.  Terms of the acquisition were not disclosed. Upside helps financial advisors compete against ot... 
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02/26/15Envestnet Reports Fourth Quarter 2014 Financial Results
CHICAGO--(BUSINESS WIRE)--Feb. 26, 2015-- Envestnet (NYSE:ENV), a leading provider of unified wealth management technology and services to financial advisors, today reported financial results for its fourth quarter and full year ended December 31, 2014. Key Financial Metrics   Fourth Quarter   % ... 
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