Investor Overview

Investor Presentation 2016
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 »
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02/05/16Victor Bonilla Joins Envestnet | Tamarac as VP of Strategic Relationships
17-Year Schwab Veteran will Focus on Developing Tamarac's Custodial and Third Party Partnerships to Generate Greater Synergies and Mutual Clients CHICAGO, Feb. 5, 2016 /PRNewswire/ -- Victor L. Bonilla has joined Envestnet | Tamarac as Vice President of Strategic Relationships. In this newly created position, Mr. Bonilla will enhance Tamarac's partnerships with custodians and other third parties, by driving greater collaboration in the areas of training, integration, marketing and sales. ... 
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02/04/16Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo® Platform
Advisors Utilizing Tamarac's RIA platform Advisor® Xi can Access Real-Time Data , Alerts and Custodial Documents for Client Accounts Custodied at TD Ameritrade Institutional CHICAGO, Feb. 4, 2016 /PRNewswire/ -- Envestnet | Tamarac has implemented the first phase of integration between its web-based Advisor® Xi suite for independent RIAs and the Veo® custodial platform from TD Ameritrade Institutional. Advisors using Advisor Xi now have instant access to real-time account details, alerts, b... 
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01/12/16Jefferies Wealth Management Partners with Envestnet to Enhance & Streamline its Wealth Management Business
Envestnet Helps Jefferies Wealth Management Adapt to Better Serve Next-Generation Clients CHICAGO, Jan. 12, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has begun working with Jefferies Wealth Management to strengthen its service and product offerings. Jefferies Wealth Management, part of global investment banking firm Jefferies Group LLC, is utilizing the Envestnet platform to update its technology, offer a wider array of investment products and solutions, and create operational effici... 
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01/05/16Envestnet to Present at the 18th Annual ICR Conference
CHICAGO--(BUSINESS WIRE)--Jan. 5, 2016-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will be presenting at the 18th Annual ICR Conference on Tuesday, January 12, 2016 at the JW Marriott Orlando Grande Lakes in Orlando, FL. The presentation will begin at 2:00 PM ET. Investors and interested parties can access this presentation by visiting the Company’s investor relations website at About E... 
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