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.

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 »
06/27/17Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application
CHICAGO, June 27, 2017 /PRNewswire/ -- Envestnet | Tamarac ( has added new auditing capabilities to the powerful billing functionality in its Advisor View™ application that make it easy for advisors to compare billing periods and complete auditing processes.  The enhancements made to the Account Billing History report in Advisor View enable advisors to easily compare the Previous Billable Value, Previous Billed Amount and Previous Bill... 
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06/22/17Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service
Envestnet Fiduciary Advantage™ Delivers Fiduciary Protection to Retirement Plan Advisors & Their Sponsor Clients CHICAGO, June 22, 2017 /PRNewswire/ -- Envestnet | Retirement Solutions ("ERS") now supports more than $25 billion in assets under advisement through its customized, portable 3(21) and 3(38) outsourced fiduciary service, Envestnet Fiduciary Advantage™. ERS has also added T. Rowe Price Retirement Plan Services, Inc. to its group of financi... 
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06/13/17Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application
CHICAGO, June 13, 2017 /PRNewswire/ -- Envestnet | Tamarac ( has improved the ways users can find and update records in its Advisor View™ portfolio management and performance reporting application. This roll-out is part of its June 2017 technology release, which includes updates to Advisor View, its client portal and the other core applications in the Tamarac Advisor Xi® platform. Advisor View users now will be able to find res... 
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06/12/17Envestnet | Yodlee Unveils Personal Financial Wellness Solution Powered by Data Intelligence
New suite of financial wellness applications leverage advancements in artificial intelligence, machine learning and data analytics to provide solutions, value and revenue opportunities for financial institutions and fintech developers AUSTIN, Texas, June 12, 2017 /PRNewswire/ --  Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced the launch of its Personal Financial Wel... 
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Upcoming EventsMore »
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