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
2017 Proxy Supplement

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 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.

Envestnet Announces Acquisition of FolioDynamix

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 »
10/18/17Envestnet Wins Industry Awards in Four Categories
Company recognized for supporting advisor success in: TAMPs, Portfolio Accounting, Technology Disruptors and Client Portal CHICAGO, Oct. 18, 2017 /PRNewswire/ -- Envestnet (NYSE: ENV) received four Industry Awards at a ceremony at The Plaza Hotel in New York City on October 11, 2017. The awards recognize achievements by companies and organizations that support financial advisor success; Envestnet was honored in four categories out of 127 finalists. ... 
Printer Friendly Version
10/18/17Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards
Client portal receives top honors for delivering an engaging online experience that empowers advisors and clients CHICAGO, Oct. 18, 2017 /PRNewswire/ -- Envestnet | Tamarac ( announced today that it has received the 2017 Wealth Management Industry Award for best client portal. Tamarac's client portal is a key component of its comprehensive technology platform for Registered Investment Advisors (RIAs), which also includes best-in-class performance reporting, trading, billi... 
Printer Friendly Version
09/26/17Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients
CHICAGO, Sept. 26, 2017 /PRNewswire/ -- Envestnet | Tamarac ( has enhanced its existing integration with eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional single sign-on capability. Financial advisors and their clients can quickly access their account data from either platform using contextual links, making it easier to track how a client's investments are performing in relation to his or her fi... 
Printer Friendly Version
09/25/17Envestnet to Acquire FolioDynamix
Combined firm will support nearly $2 trillion in platform assets and approximately 10 million investor accounts Consolidating transaction is immediately accretive to adjusted EBITDA and adjusted net income per share Combination expands Envestnet’s industry footprint, furthering Envestnet’s growth and wealth technology consolidation strategy CHICAGO--(BUSINESS WIRE)--Sep. 25, 2017-- Envestnet (NYSE: ENV), a leading provider of i... 
Printer Friendly Version
Upcoming EventsMore »
There are currently no events scheduled.

Replication or redistribution of EDGAR Online, Inc. content is expressly prohibited without the prior written consent of EDGAR Online, Inc. EDGAR Online, Inc. shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.

Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.

Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.