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

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 
05/10/17Envestnet Reports First Quarter 2017 Financial Results
CHICAGO--(BUSINESS WIRE)--May 10, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its first quarter ended March 31, 2017.         ... 
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05/05/172017 SMA Managers & Strategists of the Year Recognized at Envestnet Advisor Summit
Congress Asset Management Named Overall SMA Manager of the Year by Envestnet and 'Investment Advisor' Magazine during Advisor Summit in Dallas CHICAGO, May 5, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards during the 2017 Envestnet Advisor Summit, currently underway at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (http:... 
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05/04/17Envestnet Unveils Vision of an Advisor-Centric, Intelligent System for Wealth Management
Firm's Integrated Network Empowers Better Outcomes Through Better Intelligence CHICAGO, May 4, 2017 /PRNewswire/ -- To empower advisors and enterprises to deliver better financial outcomes through better intelligence, Envestnet, Inc. (NYSE: ENV) has unveiled new technology enhancements, further supporting financial advisors' unique value proposition. The roll-out, released as part of Envestnet's ongoing technology innovation process, was announced during the Envestnet Advisor Summit (http://w... 
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05/03/17Envestnet Introduces the Essential Advisor™ Certification Program and Awards at 2017 Advisor Summit
DALLAS, May 3, 2017 /PRNewswire/ -- At its annual Advisor Summit this week, Envestnet, Inc. (NYSE: ENV) introduced the new Essential Advisor™ Certification Program and Essential Advisor™ Awards. Designed in partnership with Cannon Financial Institute, Inc., the Essential Advisor™ program arms financial advisors with the tools they need to help clients navigate financial decisions through every stage of their lives. The Essential Advisor™ Awards recognize financial advisors who embody the values ... 
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