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 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 
09/19/17Envestnet | Tamarac Releases RIA Platform on Okta Integration Network
CHICAGO, Sept. 19, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) announced a new single sign-on and authentication integration with Okta, the leading independent provider of identity for the enterprise, through the Okta Integration Network. Registered independent advisors (RIAs) using Okta to connect to their software applications can now obtain quick access to Tamarac's web-based reporting, trading and CRM platform with one secure single sign-on. ... 
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09/14/17GRP Advisor Alliance Partners with Envestnet | Retirement Solutions and Reliance Trust to Launch Foundational Retirement Solutions Suite of CITs
CARLSBAD, Calif., Sept. 14, 2017 /PRNewswire/ -- GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, has partnered with Envestnet | Retirement Solutions (ERS), a leading integrated services provider for retirement advisors, and Reliance Trust, an FIS company and one of the nation's largest trust companies, to launch Foundational Retirement Solutions (FRS), a suite of collective investment trusts (CITs). ... 
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09/13/17Envestnet | Yodlee AI FinCheck App Wins Best of Show at FinovateFall 2017
Award Winning AI FinCheck App Leverages Artificial Intelligence Enabling Financial Institutions and Advisors to Provide Personalized and Actionable Insights for their Customers NEW YORK, Sept. 13, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, is pleased to announce that its demonstration of its vision for the Artificial Intelligence FinCheck app was awarded Best of... 
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09/13/17Envestnet | PMC Unveils Gender-Focused Impact Quantitative Portfolio
Innovative Product Delivers Flexible, Transparent, and Cost-Effective Access to Portfolio of Companies Promoting Gender Diversity and Inclusion CHICAGO, Sept. 13, 2017 /PRNewswire/ -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has launched the Gender Equity Large Cap Core Portfolio, a new offering in its series of Quantitative Portfolios (QPs). The product seeks to deliver competitive returns by investing in companies that are leaders in fost... 
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