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 »
11/15/17Savant Capital Management Prepares for Exponential Growth by Adopting Envestnet | Tamarac Portfolio Management and Trading Technology
Best-in-Class Software Will Help Savant Advisors Deliver More Value to Investor Clients CHICAGO, Nov. 15, 2017 /PRNewswire/ -- Savant Capital Management, a nationally recognized and influential wealth management firm headquartered in Rockford, Illinois, today announced it has selected the Tamarac platform for its award-winning portfolio management, reporting, client portal, billing and rebalancing technology1 to serve the firm's 4,300 clients and approximately 15,000 financial accounts nati... 
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11/14/17Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform
Upgraded Platform Combines its Award-Winning Portfolio Management, Client Portal and Rebalancing Capabilities into a Single Application CHICAGO, Nov. 14, 2017 /PRNewswire/ -- Envestnet | Tamarac announced today it has launched the Tamarac platform, a completely redesigned version of  its comprehensive portfolio and client management software solution for independent Registered Investment Advisors (RIAs), previously known as Advisor Xi. RIA firms will now have access to major enhancements to... 
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11/13/17Token and Envestnet | Yodlee Announce Strategic Open Banking Partnership
Joint proposition combining PSD2 compliant payments and data aggregation offered to EU banks SAN FRANCISCO, Nov. 13, 2017 /PRNewswire/ -- Token, Inc., a turnkey open banking platform provider, and Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced a strategic partnership to combine their expertise in PSD2-compliant payments and financial data aggregation. ... 
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11/09/17Bill Crager and Envestnet Honored at Hope & Heroes Dinner
CHICAGO, Nov. 9, 2017 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness and the firm's President, Bill Crager, were recognized at the Hope & Heroes annual fundraising dinner, which was held last night in New York. Hope & Heroes is a non-profit organization focused on funding Columbia University Medical Center's work on childhood cancer and blood disorders. Crager received the... 
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