Investor Overview

2016 Annual Meeting

Annual Meeting of Shareholders

The Annual Meeting of Envestnet, Inc., which we refer to as Envestnet, will be held on Wednesday, May 11, 2016, at 10:00 a.m. Central time at 35 East Wacker Drive, Suite 260, Chicago, Illinois.

Download Documentation 2015 Form 10-K and Annual Report
Download Documentation 2016 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 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 »
02/14/17Envestnet to Attend Upcoming Conferences
CHICAGO--(BUSINESS WIRE)--Feb. 14, 2017-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following investor conferences: On Tuesday, February 28, 2017 the Company will be presenting at The JMP Securities Technology Conference at The Ritz-Carlton in San Francisco, CA. The presentation will begin at 12:30PM PT. On Tuesday, March 7, 2017 the Company will be presenting at the ... 
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02/08/17Envestnet | Retirement Solutions Partners with The Retirement Advisor University to Provide a Fully Integrated Fiduciary Advisor Training Program
Partnership Makes New Fiduciary Education Available to Retirement Advisors CHICAGO, Feb. 8, 2017 /PRNewswire/ -- Envestnet | Retirement Solutions ("ERS") announces it is partnering with The Retirement Advisor University ("TRAU") to deliver the "Essential Retirement Advisor," a fully integrated fiduciary training program designed to help financial advisors obtain access to continuing practice management and fiduciary education in order to meet their obligations and thrive in a fee-based fidu... 
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02/03/17Plaid and Envestnet | Yodlee Settle Patent Case and Counterclaims
REDWOOD CITY, Calif., Feb. 3, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV) and Plaid Technologies, Inc. ("Plaid") are pleased to announce today that they have resolved the patent case brought by Envestnet | Yodlee in the United States District Court for the District of Delaware, the counterclaims brought by Plaid in the District Court, and the inter partes and Covered Business Method review petitions brought by Plaid before the Patent Office. As part o... 
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02/01/17Envestnet Empowers Mercer Advisors With Unified Platform Across RIA & Trust Divisions
Mercer Advisors Harnesses Enhanced Integration Between Envestnet & National Advisors' Family of Companies to Unify its Wealth Management Offering CHICAGO, Feb. 1, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) is providing Mercer Advisors Inc. with access to a unified end-to-end platform that enables the fee-only total wealth management firm to seamlessly service all RIA and trust assets. Mercer Advisors ( is the parent... 
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Upcoming EventsMore »
02/28/17 12:30 p.m. PT
Envestnet, Inc. at JMP Securities Technology Conference
03/07/17 4:35 p.m. ET
Envestnet, Inc. at Raymond James & Associates’ 38th Annual Institutional Investors Conference

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