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 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 
03/23/17Envestnet Reports Fourth Quarter 2016 Financial Results
Provides Update on Form 10-K Filing CHICAGO--(BUSINESS WIRE)--Mar. 23, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its fourth quarter and full year ended December 31, 2016.   Three Months Ended   ... 
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03/22/17Envestnet to Announce Fourth Quarter and Full Year 2016 Results on March 23, 2017
CHICAGO--(BUSINESS WIRE)--Mar. 22, 2017-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a conference call to discuss fourth quarter and full year financial results on Thursday, March 23, 2017 at 5:00pm ET. Hosting the call will be Jud Bergman, chairman and chief executive officer, Pete D’Arrigo, chief financial officer, and Anil Arora, chief executive, Envestnet | Yodlee. The conference call will be webcast live f... 
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03/16/17Envestnet Wins Bank Insurance and Securities Association's 2017 Technology Innovation Award
CHICAGO, March 16, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it is one of the Bank Insurance and Securities Association's (BISA) 2017 Technology Innovation Award recipients. The award recognizes companies that are leaders in the advancement of the financial services industry's products, services and platforms through technology innovation. "Envestnet is honored to be recognized by BISA for our achievements in financial technology ... 
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03/15/17Envestnet Wins Three 2017 Family Wealth Report Awards
CHICAGO, March 15, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) received three 2017 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 2, 2017. The firm won in the Portfolio Management, Compliance and Outsourcing/Business Process Outsourcing categories. "Envestnet is dedicated to delivering wealth management technology tools that help financial advisors enhance their value proposition and expand client ... 
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